Independent Wealth Network’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 | $405K | Buy |
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|
2025
Q2 | $368K | Sell |
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|
2025
Q1 | $355K | Sell |
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|
2024
Q4 | $396K | Sell |
|
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|
2024
Q3 | $412K | Sell |
|
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|
2024
Q2 | $387K | Buy |
|
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|
2024
Q1 | $398K | Buy |
|
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|
2023
Q4 | $388K | Buy |
|
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|
2023
Q3 | $334K | Sell |
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|
2023
Q2 | $368K | Sell |
|
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|
2023
Q1 | $378K | Sell |
|
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $384K | Sell |
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|
2022
Q1 | $460K | Buy |
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|
2021
Q4 | $461K | Buy |
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|
2021
Q3 | $462K | Buy |
|