Liberty Wealth Management’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 | $640K | Buy |
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|
2025
Q2 | $587K | Sell |
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|
2025
Q1 | $563K | Sell |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $685K | Sell |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $561K | Buy |
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|
2023
Q2 | $545K | Sell |
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|
2023
Q1 | $681K | Buy |
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|
2022
Q3 | $1.69M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.8M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3M | Buy |
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|
2021
Q2 | $2.98M | Buy |
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|
2021
Q1 | $2.44M | Hold |
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|
2020
Q4 | $2.44M | Sell |
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|
2020
Q3 | $2.98M | Buy |
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|
2020
Q2 | $2.37M | Buy |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $124K | Sell |
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|
2019
Q3 | $240K | Buy |
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|
2019
Q2 | $178K | Sell |
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|
2019
Q1 | $296K | Buy |
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|
2018
Q4 | $223K | Buy |
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