Keystone Wealth Services’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 | $478K | Buy |
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|
2025
Q2 | $432K | Buy |
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|
2025
Q1 | $412K | Sell |
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|
2024
Q4 | $489K | Buy |
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|
2024
Q3 | $466K | Buy |
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|
2024
Q2 | $421K | Buy |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $354K | Sell |
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $971K | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $2.27M | Sell |
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|
2021
Q4 | $2.77M | Buy |
|