Intergy Private Wealth’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 | $1.72M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.31M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $1.31M | Buy |
|
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.21M | Buy |
|
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $960K | Sell |
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|
2023
Q2 | $1.02M | Buy |
|
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|
2023
Q1 | $946K | Buy |
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|
2022
Q4 | $859K | Buy |
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|
2022
Q3 | $771K | Buy |
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|
2022
Q2 | $745K | Sell |
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|
2022
Q1 | $967K | Sell |
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|
2021
Q4 | $2.08M | Buy |
|