Hoxton Planning & 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 | $634K | Buy |
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|
2025
Q2 | $579K | Sell |
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|
2025
Q1 | $563K | Buy |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $640K | Buy |
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|
2024
Q2 | $577K | Buy |
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $809K | Sell |
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|
2022
Q4 | $1.9M | Buy |
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