Litman Gregory Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Litman Gregory Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$13.5M	Sell	112,039 -2,369	-2%	-$283K	0.99%	27
2025 Q3	$13.6M	Sell	114,408 -15,598	-12%	-$1.79M	1.01%	25
2025 Q2	$14.2M	Sell	130,006 -13,355	-9%	-$1.38M	1.12%	23
2025 Q1	$15M	Sell	143,361 -82,864	-37%	-$9.35M	1.29%	20
2024 Q4	$26.1M	Buy	226,225 +67,821	+43%	+$8.1M	2.26%	10
2024 Q3	$18.5M	Buy	158,404 +16,351	+12%	+$1.85M	1.55%	15
2024 Q2	$15.2M	Buy	142,053 +45,245	+47%	+$4.84M	1.34%	19
2024 Q1	$10.7M	Buy	96,808 +9,635	+11%	+$1.02M	0.97%	27
2023 Q4	$9.44M	Buy	87,173 +42,634	+96%	+$4.11M	0.9%	28
2023 Q3	$4.2M	Buy	44,539 +2,516	+6%	+$251K	0.43%	42
2023 Q2	$4.19M	Buy	+42,023	New	+$4M	0.52%	27
2023 Q1	–	Sell	-39,233	Closed	-$3.71M	–	66
2022 Q4	$3.71M	Buy	39,233 +17,771	+83%	+$1.7M	0.52%	27
2022 Q3	$1.87M	Sell	21,462 -3,853	-15%	-$374K	0.3%	30
2022 Q2	$2.34M	Buy	25,315 +528	+2%	+$52.5K	0.34%	36
2022 Q1	$2.67M	Buy	24,787 +896	+4%	+$96.7K	0.39%	33
2021 Q4	$2.74M	Buy	23,891 +1,927	+9%	+$220K	0.46%	31
2021 Q3	$2.4M	Buy	21,964 +20,042	+1,043%	+$2.21M	0.45%	30
2021 Q2	$1.92K	Sell	1,922 -14,787	-88%	-$1.65M	0.36%	32
2021 Q1	$1.81M	Sell	16,709 -1,156	-6%	-$121K	0.36%	32
2020 Q4	$1.64M	Hold	17,865	–	–	0.3%	35
2020 Q3	$1.25M	Hold	17,865	–	–	0.26%	37
2020 Q2	$1.22M	Hold	17,865	–	–	0.27%	34
2020 Q1	$1M	Buy	17,865 +14,670	+459%	+$1.09M	0.25%	34
2019 Q4	$268K	Buy	3,195 +541	+20%	+$43.5K	0.06%	44
2019 Q3	$207K	Hold	2,654	–	–	0.05%	46
2019 Q2	$208K	Sell	2,654 -165	-6%	-$12.8K	0.05%	47
2019 Q1	$217K	Buy	2,819 +165	+6%	+$12.7K	0.06%	43
2018 Q4	$184K	Buy	2,654 +2,328	+714%	+$180K	0.06%	44
2018 Q3	$28K	Buy	326 +44	+16%	+$3.85K	0.01%	70
2018 Q2	$24K	Hold	282	–	–	0.01%	67
2018 Q1	$22K	Buy	+282	New	+$21.9K	0.01%	122