HHM 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 | $122K | Hold |
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|
2025
Q2 | $112K | Hold |
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|
2025
Q1 | $107K | Buy |
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|
2024
Q4 | $109K | Hold |
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|
2024
Q3 | $111K | Hold |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $105K | Sell |
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|
2023
Q4 | $120K | Sell |
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|
2023
Q3 | $121K | Sell |
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|
2023
Q2 | $173K | Buy |
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|
2023
Q1 | $154K | Buy |
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|
2022
Q4 | $150K | Sell |
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|
2022
Q3 | $155K | Hold |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $161K | Sell |
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|
2021
Q3 | $167K | Buy |
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|
2021
Q2 | $162K | Buy |
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|
2021
Q1 | $153K | Buy |
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|
2020
Q4 | $110K | Sell |
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|
2020
Q3 | $102K | Buy |
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|
2020
Q2 | $96K | Sell |
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|
2020
Q1 | $81K | Buy |
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