IAG Wealth Partners’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 | $285K | Sell |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $358K | Sell |
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|
2024
Q3 | $381K | Sell |
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|
2024
Q2 | $365K | Sell |
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|
2024
Q1 | $399K | Hold |
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|
2023
Q4 | $391K | Hold |
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|
2023
Q3 | $340K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $141K | Sell |
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|
2022
Q2 | $163K | Sell |
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|
2022
Q1 | $200K | Hold |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $305K | Sell |
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|
2020
Q4 | $323K | Sell |
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|
2020
Q3 | $356K | Sell |
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $1.61M | Sell |
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|
2019
Q4 | $3.39M | Buy |
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