Hillcrest 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
Q2 | $650K | Hold |
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|
2025
Q1 | $622K | Hold |
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|
2024
Q4 | $686K | Hold |
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|
2024
Q3 | $696K | Sell |
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|
2024
Q2 | $664K | Hold |
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|
2024
Q1 | $688K | Hold |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $606K | Hold |
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|
2023
Q2 | $640K | Hold |
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|
2023
Q1 | $621K | Hold |
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|
2022
Q4 | $608K | Hold |
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|
2022
Q3 | $560K | Sell |
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|
2022
Q2 | $612K | Hold |
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|
2022
Q1 | $715K | Hold |
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|
2021
Q4 | $759K | Hold |
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|
2021
Q3 | $723K | Hold |
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|
2021
Q2 | $748K | Buy |
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