Laurel Wealth Planning’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 | $1.23M | Buy |
|
|||||
|
2025
Q2 | $1.13M | Sell |
|
|||||
|
2025
Q1 | $1.22M | Sell |
|
|||||
|
2024
Q4 | $1.37M | Sell |
|
|||||
|
2024
Q3 | $1.48M | Sell |
|
|||||
|
2024
Q2 | $1.46M | Sell |
|
|||||
|
2024
Q1 | $2.99M | Sell |
|
|||||
|
2023
Q4 | $3.05M | Sell |
|
|||||
|
2023
Q3 | $2.69M | Buy |
|
|||||
|
2023
Q2 | $2.77M | Sell |
|
|||||
|
2023
Q1 | $2.83M | Sell |
|
|||||
|
2022
Q4 | $2.96M | Sell |
|
|||||
|
2022
Q3 | $2.78M | Sell |
|
|||||
|
2022
Q2 | $3.21M | Buy |
|
|||||
|
2022
Q1 | $3.51M | Buy |
|
|||||
|
2021
Q4 | $3.5M | Sell |
|
|||||
|
2021
Q3 | $4.05M | Sell |
|
|||||
|
2021
Q2 | $4.3M | Sell |
|
|||||
|
2021
Q1 | $4.61M | Sell |
|
|||||
|
2020
Q4 | $3.91M | Buy |
|