Landmark Wealth Management (New York)’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 | $7.44M | Sell |
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|
2025
Q2 | $6.98M | Buy |
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|
2025
Q1 | $6.48M | Buy |
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|
2024
Q4 | $4.74M | Sell |
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|
2024
Q3 | $4.86M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.26M | Sell |
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|
2023
Q4 | $4.23M | Buy |
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|
2023
Q3 | $3.44M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $3.43M | Buy |
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|
2022
Q4 | $2.71M | Sell |
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|
2022
Q3 | $2.56M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $4K | Buy |
|