Marks Group 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
Q3 | $934K | Hold |
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|
2025
Q2 | $859K | Sell |
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|
2025
Q1 | $880K | Buy |
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|
2024
Q4 | $964K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $897K | Sell |
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|
2024
Q1 | $977K | Hold |
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|
2023
Q4 | $957K | Hold |
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|
2023
Q3 | $834K | Hold |
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|
2023
Q2 | $881K | Hold |
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|
2023
Q1 | $855K | Buy |
|