Horst & Graben 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 | $262K | Buy |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $270K | Sell |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $313K | Sell |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $745K | Sell |
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $4.93M | Sell |
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|
2022
Q3 | $5.17M | Buy |
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|
2022
Q2 | $275K | Sell |
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|
2022
Q1 | $330K | Buy |
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|
2021
Q4 | $289K | Sell |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $310K | Buy |
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|
2021
Q1 | $268K | Buy |
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|
2020
Q4 | $224K | Buy |
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