Integrated Wealth Concepts’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 | $19.2M | Sell |
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|
2025
Q1 | $18.3M | Buy |
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|
2024
Q4 | $19.8M | Buy |
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|
2024
Q3 | $19.6M | Sell |
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|
2024
Q2 | $19.5M | Sell |
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|
2024
Q1 | $20.3M | Sell |
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|
2023
Q4 | $20M | Buy |
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|
2023
Q3 | $16.4M | Sell |
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|
2023
Q2 | $17.9M | Sell |
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|
2023
Q1 | $20.8M | Sell |
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|
2022
Q4 | $21.6M | Sell |
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|
2022
Q3 | $20.4M | Buy |
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|
2022
Q2 | $12.7M | Sell |
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|
2022
Q1 | $18.9M | Sell |
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|
2021
Q4 | $22.8M | Buy |
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|
2021
Q3 | $21.3M | Buy |
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|
2021
Q2 | $18.5M | Buy |
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|
2021
Q1 | $16.3M | Buy |
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|
2020
Q4 | $11.9M | Buy |
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|
2020
Q3 | $6.95M | Buy |
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|
2020
Q2 | $5.99M | Buy |
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|
2020
Q1 | $3.14M | Sell |
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|
2019
Q4 | $10.6M | Buy |
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|
2019
Q3 | $2.77M | Sell |
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|
2019
Q2 | $2.77M | Buy |
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|
2019
Q1 | $2.72M | Buy |
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|
2018
Q4 | $1.5M | Buy |
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|
2018
Q3 | $1.59M | Buy |
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|
2018
Q2 | $1.37M | Buy |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $1M | Buy |
|