Legacy Capital Wealth Partners’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
Q2 | $406K | Sell |
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|
2025
Q1 | $871K | Buy |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $240K | Buy |
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|
2024
Q2 | $258K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $13.8M | Sell |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $6.68M | Sell |
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|
2023
Q1 | $7.19M | Buy |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $3.3M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.61M | Sell |
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|
2021
Q4 | $13.1M | Sell |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $9.56M | Buy |
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|
2021
Q1 | $8.64M | Sell |
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|
2020
Q4 | $10.5M | Buy |
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