Mission 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
Q2 | $66.1M | Buy |
|
|||||
|
2025
Q1 | $55.8M | Buy |
|
|||||
|
2024
Q4 | $48.1M | Sell |
|
|||||
|
2024
Q3 | $49.5M | Buy |
|
|||||
|
2024
Q2 | $44.6M | Sell |
|
|||||
|
2024
Q1 | $49.6M | Buy |
|
|||||
|
2023
Q4 | $47.7M | Buy |
|
|||||
|
2023
Q3 | $37.9M | Sell |
|
|||||
|
2023
Q2 | $40.1M | Sell |
|
|||||
|
2023
Q1 | $39.6M | Sell |
|
|||||
|
2022
Q4 | $39.6M | Buy |
|
|||||
|
2022
Q3 | $31.3M | Sell |
|
|||||
|
2022
Q2 | $33.6M | Buy |
|
|||||
|
2022
Q1 | $37.8M | Buy |
|
|||||
|
2021
Q4 | $36M | Buy |
|
|||||
|
2021
Q3 | $34M | Sell |
|
|||||
|
2021
Q2 | $37.1M | Sell |
|
|||||
|
2021
Q1 | $36.7M | Sell |
|
|||||
|
2020
Q4 | $32.7M | Sell |
|
|||||
|
2020
Q3 | $25.9M | Sell |
|
|||||
|
2020
Q2 | $26M | Buy |
|
|||||
|
2020
Q1 | $21.1M | Buy |
|
|||||
|
2019
Q4 | $8.71M | Sell |
|
|||||
|
2019
Q3 | $8.32M | Sell |
|
|||||
|
2019
Q2 | $8.62M | Buy |
|
|||||
|
2019
Q1 | $8.18M | Buy |
|
|||||
|
2018
Q4 | $7.09M | Buy |
|
|||||
|
2018
Q3 | $4.89M | Buy |
|
|||||
|
2018
Q2 | $4.18M | Buy |
|
|||||
|
2018
Q1 | $1.2M | Buy |
|
|||||
|
2017
Q4 | $671K | Buy |
|
|||||
|
2017
Q3 | $471K | Buy |
|
|||||
|
2017
Q2 | $424K | Sell |
|
|||||
|
2017
Q1 | $427K | Buy |
|
|||||
|
2016
Q4 | $262K | Buy |
|