Kathleen S. Wright Associates’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 | $594K | Sell |
|
|||||
|
2025
Q2 | $566K | Sell |
|
|||||
|
2025
Q1 | $557K | Buy |
|
|||||
|
2024
Q4 | $608K | Buy |
|
|||||
|
2024
Q3 | $616K | Buy |
|
|||||
|
2024
Q2 | $508K | Buy |
|
|||||
|
2024
Q1 | $524K | Sell |
|
|||||
|
2023
Q4 | $515K | Sell |
|
|||||
|
2023
Q3 | $454K | Buy |
|
|||||
|
2023
Q2 | $480K | Sell |
|
|||||
|
2023
Q1 | $473K | Buy |
|
|||||
|
2022
Q4 | $456K | Buy |
|
|||||
|
2022
Q3 | $419K | Buy |
|
|||||
|
2022
Q2 | $428K | Buy |
|
|||||
|
2022
Q1 | $405K | Buy |
|
|||||
|
2021
Q4 | $378K | Buy |
|