Kellett Wealth Advisors’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 | $1.59M | Sell |
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|
2025
Q2 | $1.46M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.75M | Buy |
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|
2024
Q3 | $1.77M | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $18M | Sell |
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|
2023
Q4 | $17.6M | Buy |
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|
2023
Q3 | $9.53M | Buy |
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|
2023
Q2 | $5.31M | Buy |
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|
2023
Q1 | $4.66M | Sell |
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|
2022
Q4 | $4.73M | Buy |
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|
2022
Q3 | $3.91M | Sell |
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|
2022
Q2 | $4.16M | Sell |
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|
2022
Q1 | $5.65M | Sell |
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|
2021
Q4 | $13.6M | Buy |
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