Madison Wealth Partners’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 | $29.2M | Buy |
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|
2025
Q2 | $26.8M | Buy |
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|
2025
Q1 | $22.6M | Buy |
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|
2024
Q4 | $6M | Sell |
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|
2024
Q3 | $6.11M | Buy |
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|
2024
Q2 | $5.5M | Sell |
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|
2024
Q1 | $5.8M | Sell |
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|
2023
Q4 | $5.7M | Sell |
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|
2023
Q3 | $5.17M | Buy |
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|
2023
Q2 | $5.43M | Buy |
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|
2023
Q1 | $5.14M | Sell |
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|
2022
Q4 | $5.05M | Sell |
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|
2022
Q3 | $4.87M | Buy |
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|
2022
Q2 | $5.11M | Buy |
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|
2022
Q1 | $5.69M | Buy |
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|
2021
Q4 | $5.88M | Buy |
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|
2021
Q3 | $5.11M | Buy |
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|
2021
Q2 | $5.09M | Buy |
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|
2021
Q1 | $3.83M | Sell |
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|
2020
Q4 | $3.85M | Buy |
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