Lineweaver Wealth Advisors’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 | $1.47M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.98M | Buy |
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|
2024
Q4 | $2.14M | Buy |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $2.01M | Sell |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.19M | Sell |
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|
2023
Q3 | $2.36M | Sell |
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|
2023
Q2 | $2.67M | Sell |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $7.32M | Sell |
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|
2022
Q3 | $6.81M | Buy |
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|
2022
Q2 | $7.01M | Sell |
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|
2022
Q1 | $8.41M | Sell |
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|
2021
Q4 | $10.7M | Buy |
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|
2021
Q3 | $10.2M | Buy |
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|
2021
Q2 | $10.1M | Buy |
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|
2021
Q1 | $9.57M | Buy |
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|
2020
Q4 | $5.69M | Sell |
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|
2020
Q3 | $6.97M | Sell |
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|
2020
Q2 | $6.82M | Buy |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $2.34M | Buy |
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