Keebeck 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
Q2
$3.14M Sell
2025
Q1
$3.03M Sell
2024
Q4
$3.85M Sell
2024
Q3
$8.41M Sell
2024
Q2
$7.67M Sell
2024
Q1
$8.04M Hold
2023
Q4
$7.87M Sell
2023
Q3
$6.92M Buy
2023
Q2
$6.74M Sell
2023
Q1
$6.8M Buy
2022
Q4
$4.46M Buy
2022
Q3
$3.99M Buy
2022
Q2
$3.17M Buy
2022
Q1
$2.48M Sell
2021
Q4
$2.92M Buy
2021
Q3
$2.78M Sell
2021
Q2
$3.51M Buy
2021
Q1
$2.63M Buy
2020
Q4
$1.41M Buy
2020
Q3
$703K Sell
2020
Q2
$752K Buy
2020
Q1
Sell
2019
Q4
$1K Buy