Kerntke Otto McGlone Wealth Management Group’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 | $1.69M | Buy |
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|
2025
Q2 | $1.53M | Sell |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $7.64M | Buy |
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|
2024
Q3 | $7.52M | Buy |
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|
2024
Q2 | $6.66M | Buy |
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|
2024
Q1 | $6.08M | Sell |
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|
2023
Q4 | $6.17M | Buy |
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|
2023
Q3 | $5.31M | Buy |
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|
2023
Q2 | $5.51M | Buy |
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|
2023
Q1 | $5.17M | Sell |
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|
2022
Q4 | $5.79M | Buy |
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|
2022
Q3 | $5.31M | Sell |
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|
2022
Q2 | $5.81M | Buy |
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|
2022
Q1 | $6.43M | Buy |
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|
2021
Q4 | $6.57M | Buy |
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|
2021
Q3 | $5.87M | Sell |
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|
2021
Q2 | $9.81M | Buy |
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|
2021
Q1 | $9.13M | Buy |
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|
2020
Q4 | $7.55M | Buy |
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|
2020
Q3 | $5.45M | Buy |
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|
2020
Q2 | $5.08M | Buy |
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|
2020
Q1 | $4M | Buy |
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|
2019
Q4 | $5.72M | Buy |
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