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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $585K | Sell |
4,704
-579
| -11% | -$73.6K | 0.07% | 132 |
|
|
2025
Q4 | $635K | Sell |
5,283
-103
| -2% | -$12.3K | 0.08% | 121 |
|
|
2025
Q3 | $640K | Buy |
5,386
+14
| +0.3% | +$1.61K | 0.09% | 113 |
|
|
2025
Q2 | $587K | Sell |
5,372
-12
| -0.2% | -$1.24K | 0.09% | 113 |
|
|
2025
Q1 | $563K | Sell |
5,384
-491
| -8% | -$55.4K | 0.11% | 84 |
|
|
2024
Q4 | $677K | Buy |
5,875
+19
| +0.3% | +$2.27K | 0.11% | 97 |
|
|
2024
Q3 | $685K | Sell |
5,856
-238,132
| -98% | -$26.9M | 0.12% | 99 |
|
|
2024
Q2 | $622K | Buy |
243,988
+240,485
| +6,865% | +$25.7M | 0.11% | 102 |
|
|
2024
Q1 | $387K | Sell |
3,503
-86
| -2% | -$9.13K | 0.08% | 120 |
|
|
2023
Q4 | $389K | Sell |
3,589
-2,356
| -40% | -$227K | 0.08% | 115 |
|
|
2023
Q3 | $561K | Buy |
5,945
+477
| +9% | +$47.7K | 0.14% | 89 |
|
|
2023
Q2 | $545K | Sell |
5,468
-1,464
| -21% | -$139K | 0.13% | 85 |
|
|
2023
Q1 | $681K | Buy |
+6,932
| New | +$693K | 0.14% | 91 |
|
|
2022
Q3 | $1.69M | Buy |
+19,406
| New | +$1.88M | 0.45% | 39 |
|
|
2022
Q2 | – | Sell |
-25,935
| Closed | -$2.8M | – | 161 |
|
|
2022
Q1 | $2.8M | Buy |
+25,935
| New | +$2.8M | 1.01% | 22 |
|
|
2021
Q4 | – | Sell |
-27,520
| Closed | -$3.14M | – | 41 |
|
|
2021
Q3 | $3M | Buy |
27,520
+1,167
| +4% | +$128K | 1.07% | 20 |
|
|
2021
Q2 | $2.98M | Buy |
26,353
+1,722
| +7% | +$192K | 1.16% | 20 |
|
|
2021
Q1 | $2.44M | Hold |
24,631
| – | – | 1.19% | 18 |
|
|
2020
Q4 | $2.44M | Sell |
24,631
-17,744
| -42% | -$1.46M | 1.2% | 18 |
|
|
2020
Q3 | $2.98M | Buy |
42,375
+7,648
| +22% | +$548K | 1.75% | 13 |
|
|
2020
Q2 | $2.37M | Buy |
34,727
+34,014
| +4,771% | +$2.15M | 1.67% | 14 |
|
|
2020
Q1 | $40K | Sell |
713
-768
| -52% | -$57.2K | 0.03% | 238 |
|
|
2019
Q4 | $124K | Sell |
1,481
-1,611
| -52% | -$130K | 0.1% | 137 |
|
|
2019
Q3 | $240K | Buy |
3,092
+816
| +36% | +$63.2K | 0.23% | 84 |
|
|
2019
Q2 | $178K | Sell |
2,276
-1,563
| -41% | -$121K | 0.16% | 113 |
|
|
2019
Q1 | $296K | Buy |
3,839
+617
| +19% | +$47.4K | 0.22% | 69 |
|
|
2018
Q4 | $223K | Buy |
+3,222
| New | +$249K | 0.17% | 80 |
|
Other funds holding IJR
