Horizon Family Wealth’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 | $748K | Buy |
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|
2025
Q2 | $685K | Buy |
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|
2025
Q1 | $551K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $3.33M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.61M | Sell |
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|
2023
Q4 | $3.85M | Buy |
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|
2023
Q3 | $3.22M | Buy |
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|
2023
Q2 | $3.23M | Buy |
|
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|
2023
Q1 | $2.97M | Buy |
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|
2022
Q4 | $2.89M | Buy |
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|
2022
Q3 | $2.65M | Buy |
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|
2022
Q2 | $2.78M | Buy |
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|
2022
Q1 | $3.07M | Buy |
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|
2021
Q4 | $3.11M | Buy |
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