Juncture Wealth Strategies’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 | $317K | Sell |
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|
2025
Q2 | $317K | Sell |
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2025
Q1 | $379K | Sell |
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|
2024
Q4 | $420K | Buy |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q2 | $337K | Sell |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $485K | Buy |
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|
2023
Q3 | $317K | Sell |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.21M | Sell |
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|
2022
Q4 | $1.85M | Buy |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.44M | Sell |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $1.02M | Buy |
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|
2020
Q1 | $815K | Buy |
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|
2019
Q4 | $941K | Buy |
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|
2019
Q3 | $816K | Sell |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $1.27M | Sell |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $234K | Sell |
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|
2018
Q2 | $256K | Sell |
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|
2018
Q1 | $278K | Sell |
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|
2017
Q4 | $299K | Buy |
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|
2017
Q3 | $274K | Buy |
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|
2017
Q2 | $234K | Sell |
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|
2017
Q1 | $234K | Buy |
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