Milestone Investment Advisors’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 | $1.38M | Sell |
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|
2025
Q2 | $1.28M | Sell |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.2M | Sell |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.08M | Sell |
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|
2023
Q2 | $2.34M | Sell |
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|
2023
Q1 | $2.55M | Buy |
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|
2022
Q4 | $2.45M | Buy |
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