JGP 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 | $547K | Hold |
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|
2025
Q2 | $500K | Buy |
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|
2025
Q1 | $461K | Sell |
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|
2024
Q4 | $607K | Buy |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $367K | Buy |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $213K | Buy |
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