MBL 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 | $29.7M | Sell |
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|
2025
Q2 | $27.5M | Buy |
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|
2025
Q1 | $25.5M | Buy |
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|
2024
Q4 | $28.1M | Buy |
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|
2024
Q3 | $27.8M | Buy |
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|
2024
Q2 | $25.3M | Buy |
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|
2024
Q1 | $25.3M | Buy |
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|
2023
Q4 | $24.7M | Buy |
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|
2023
Q3 | $21.3M | Buy |
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|
2023
Q2 | $21.8M | Sell |
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|
2023
Q1 | $21.2M | Buy |
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|
2022
Q4 | $20.7M | Buy |
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|
2022
Q3 | $18.3M | Buy |
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|
2022
Q2 | $17.1M | Buy |
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|
2022
Q1 | $17.9M | Buy |
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|
2021
Q3 | $12.6M | Buy |
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|
2021
Q1 | $9.18M | Buy |
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|
2020
Q4 | $7.29M | Buy |
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