IBEX Wealth Advisors’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 | $562K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $715K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $229K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.6M | Buy |
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|
2018
Q2 | $1.61M | Hold |
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|
2018
Q1 | $1.61M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.37M | Buy |
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|
2017
Q2 | $1.11M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $864K | Buy |
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