Magnolia 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
2025
Q1
$8M Buy
2024
Q4
$8.53M Buy
2024
Q3
$8.24M Sell
2024
Q2
$7.74M Sell
2024
Q1
$14.6M Buy
2023
Q4
$7.2M Buy
2023
Q3
$5.84M Buy
2023
Q2
$5.86M Buy
2023
Q1
$5.07M Sell
2022
Q4
$5.13M Buy
2022
Q2
$4.62M Buy
2022
Q1
$5.16M Buy
2021
Q4
$5.29M Buy