MKD Wealth Coaches’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 | $1.64M | Sell |
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|
2025
Q2 | $1.53M | Sell |
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|
2025
Q1 | $2.91M | Sell |
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|
2024
Q4 | $20.5M | Buy |
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|
2021
Q4 | $13M | Sell |
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|
2021
Q3 | $12.5M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $12M | Sell |
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|
2020
Q4 | $11.1M | Sell |
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|
2020
Q3 | $8.85M | Buy |
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|
2020
Q2 | $7.06M | Buy |
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|
2020
Q1 | $3.16M | Sell |
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|
2019
Q4 | $4.9M | Sell |
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|
2019
Q3 | $4.57M | Buy |
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|
2019
Q2 | $4.47M | Sell |
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|
2019
Q1 | $4.5M | Sell |
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|
2018
Q4 | $6.3M | Buy |
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