Institute for 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
Q3 | $1.11M | Buy |
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|
2025
Q2 | $732K | Buy |
|
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|
2025
Q1 | $290K | Sell |
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|
2024
Q4 | $325K | Buy |
|
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|
2024
Q3 | $327K | Buy |
|
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|
2024
Q2 | $251K | Buy |
|
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|
2024
Q1 | $220K | Sell |
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|
2023
Q4 | $217K | Buy |
|
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Sell |
|
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $93K | Buy |
|
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $928K | Sell |
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|
2017
Q4 | $1.35M | Buy |
|
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|
2017
Q3 | – | Sell |
|
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|
2017
Q2 | $629K | Buy |
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|
2015
Q4 | $270K | Buy |
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|
2015
Q3 | $255K | Buy |
|