Howard 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 | $380K | Buy |
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|
2025
Q1 | $364K | Sell |
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|
2024
Q4 | $408K | Hold |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $428K | Sell |
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|
2023
Q4 | $475K | Buy |
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|
2023
Q3 | $403K | Hold |
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|
2023
Q2 | $426K | Hold |
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|
2023
Q1 | $413K | Sell |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $377K | Buy |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $473K | Hold |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $497K | Buy |
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|
2021
Q1 | $457K | Sell |
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|
2020
Q4 | $412K | Sell |
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|
2020
Q3 | $324K | Sell |
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|
2020
Q2 | $315K | Buy |
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|
2020
Q1 | $255K | Buy |
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|
2019
Q4 | $376K | Buy |
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