Horizons 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
Q3 | $790K | Hold |
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|
2025
Q2 | $726K | Sell |
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|
2025
Q1 | $789K | Hold |
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|
2024
Q4 | $870K | Buy |
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|
2024
Q3 | $880K | Hold |
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|
2024
Q2 | $856K | Sell |
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|
2024
Q1 | $837K | Hold |
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|
2023
Q4 | $837K | Sell |
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|
2023
Q3 | $736K | Sell |
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|
2023
Q2 | $780K | Sell |
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|
2023
Q1 | $814K | Buy |
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|
2022
Q4 | $770K | Buy |
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|
2022
Q3 | $688K | Buy |
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|
2022
Q2 | $825K | Buy |
|