Independent Solutions 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 | $5.22M | Buy |
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|
2025
Q1 | $4.93M | Buy |
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|
2024
Q4 | $5.23M | Sell |
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|
2024
Q3 | $6.18M | Buy |
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|
2024
Q2 | $5.03M | Buy |
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|
2024
Q1 | $5.15M | Buy |
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|
2023
Q4 | $4.96M | Sell |
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|
2023
Q3 | $4.41M | Buy |
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|
2023
Q2 | $4.63M | Sell |
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|
2023
Q1 | $4.61M | Sell |
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|
2022
Q4 | $4.79M | Buy |
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|
2022
Q3 | $4M | Sell |
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|
2022
Q2 | $4.37M | Sell |
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|
2022
Q1 | $8.15M | Sell |
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|
2021
Q4 | $8.67M | Sell |
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|
2021
Q3 | $8.62M | Sell |
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|
2021
Q2 | $9.86M | Sell |
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|
2021
Q1 | $9.84M | Sell |
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|
2020
Q4 | $8.57M | Buy |
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|
2020
Q3 | $6.29M | Sell |
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|
2020
Q2 | $6.31M | Sell |
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|
2020
Q1 | $5.27M | Buy |
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|
2019
Q4 | $6.75M | Buy |
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