Heritage Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.4K | Buy |
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2025
Q2 | $22.8K | Hold |
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2025
Q1 | $21.8K | Hold |
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|
2024
Q4 | $24K | Buy |
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|
2024
Q3 | $17.5K | Buy |
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|
2024
Q2 | $13.3K | Hold |
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|
2024
Q1 | $13.8K | Sell |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $30.6K | Hold |
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|
2023
Q2 | $32.3K | Buy |
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|
2023
Q1 | $19.3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $27.2K | Hold |
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|
2019
Q3 | $25K | Hold |
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|
2019
Q2 | $25.4K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $22K | Hold |
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|
2018
Q3 | $28K | Buy |
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