Measured Wealth Private Client Group’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
$105K Buy
2021
Q3
Sell
2021
Q2
$227K Buy
2020
Q1
Sell
2019
Q4
$246K Sell
2019
Q3
$260K Sell
2019
Q2
$317K Sell
2019
Q1
$319K Buy
2018
Q4
$242K Buy
2018
Q3
$216K Buy