Live Oak Private Wealth’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 | $584K | Sell |
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|
2025
Q2 | $542K | Sell |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $586K | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $413K | Sell |
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|
2023
Q3 | $398K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $381K | Buy |
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|
2021
Q3 | $358K | Buy |
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|
2021
Q2 | $366K | Buy |
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