Juncture Wealth Strategies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Juncture Wealth Strategies’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.64M	Buy	31,291 +28,629	+1,075%	+$3.93M	1.21%	16
2026 Q1	$331K	Buy	2,662 +42	+2%	+$5.34K	0.11%	103
2025 Q4	$315K	Sell	2,620 -50	-2%	-$5.98K	0.1%	100
2025 Q3	$317K	Sell	2,670 -235	-8%	-$27K	0.11%	101
2025 Q2	$317K	Sell	2,905 -718	-20%	-$74.2K	0.11%	95
2025 Q1	$379K	Sell	3,623 -20	-0.5%	-$2.26K	0.15%	89
2024 Q4	$420K	Buy	3,643 +379	+12%	+$45.3K	0.16%	85
2024 Q3	$382K	Buy	3,264 +109	+3%	+$12.3K	0.15%	85
2024 Q2	$337K	Sell	3,155 -684	-18%	-$73.2K	0.14%	80
2024 Q1	$424K	Sell	3,839 -643	-14%	-$68.3K	0.18%	70
2023 Q4	$485K	Buy	4,482 +1,125	+34%	+$108K	0.22%	73
2023 Q3	$317K	Sell	3,357 -13,682	-80%	-$1.37M	0.15%	100
2023 Q2	$1.7M	Buy	17,039 +4,556	+36%	+$434K	0.79%	30
2023 Q1	$1.21M	Sell	12,483 -7,079	-36%	-$708K	0.59%	31
2022 Q4	$1.85M	Buy	19,562 +5,005	+34%	+$480K	0.88%	25
2022 Q3	$1.27M	Sell	14,557 -434	-3%	-$42.2K	0.63%	33
2022 Q2	$1.39M	Buy	14,991 +1,739	+13%	+$173K	0.68%	32
2022 Q1	$1.43M	Buy	13,252 +439	+3%	+$47.4K	0.68%	32
2021 Q4	$1.47M	Buy	12,813 +382	+3%	+$43.5K	0.7%	32
2021 Q3	$1.36M	Buy	12,431 +1,747	+16%	+$192K	0.72%	28
2021 Q2	$1.19M	Buy	10,684 +134	+1%	+$14.9K	0.69%	32
2021 Q1	$1.14M	Sell	10,550 -5,129	-33%	-$537K	0.72%	32
2020 Q4	$1.44M	Sell	15,679 -278	-2%	-$22.8K	0.91%	22
2020 Q3	$1.12M	Buy	15,957 +951	+6%	+$68.2K	0.77%	30
2020 Q2	$1.02M	Buy	15,006 +474	+3%	+$29.9K	0.77%	30
2020 Q1	$815K	Buy	14,532 +3,305	+29%	+$246K	0.75%	35
2019 Q4	$941K	Buy	11,227 +749	+7%	+$60.3K	0.78%	39
2019 Q3	$816K	Sell	10,478 -2,506	-19%	-$194K	0.72%	41
2019 Q2	$1.02M	Sell	12,984 -3,478	-21%	-$270K	0.82%	37
2019 Q1	$1.27M	Sell	16,462 -1,886	-10%	-$145K	0.98%	29
2018 Q4	$1.27M	Buy	18,348 +15,670	+585%	+$1.21M	0.86%	33
2018 Q3	$234K	Sell	2,678 -395	-13%	-$34.6K	0.12%	102
2018 Q2	$256K	Sell	3,073 -536	-15%	-$43.7K	0.14%	96
2018 Q1	$278K	Sell	3,609 -286	-7%	-$22.3K	0.16%	81
2017 Q4	$299K	Buy	3,895 +206	+6%	+$15.5K	0.17%	80
2017 Q3	$274K	Buy	3,689 +346	+10%	+$24.2K	0.15%	78
2017 Q2	$234K	Sell	3,343 -36	-1%	-$2.49K	0.13%	80
2017 Q1	$234K	Buy	+3,379	New	+$233K	0.14%	79