Hollow Brook Wealth Management’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 | – | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $495K | Hold |
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|
2024
Q3 | $503K | Sell |
|
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|
2024
Q2 | $459K | Hold |
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|
2024
Q1 | $476K | Buy |
|
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|
2023
Q4 | $465K | Hold |
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|
2023
Q3 | $406K | Hold |
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|
2023
Q2 | $428K | Hold |
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|
2023
Q1 | $416K | Sell |
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|
2022
Q4 | $458K | Buy |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $397K | Hold |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $270K | Hold |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $269K | Hold |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $302K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $291K | Hold |
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|
2019
Q3 | $270K | Hold |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $267K | Hold |
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|
2018
Q4 | $240K | Sell |
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|
2018
Q3 | $370K | Buy |
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|
2018
Q2 | $293K | Buy |
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|
2018
Q1 | $267K | Hold |
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|
2017
Q4 | $266K | Buy |
|