Moneywise Inc’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 | $662K | Sell |
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|
2025
Q2 | $729K | Buy |
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|
2025
Q1 | $696K | Sell |
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|
2024
Q4 | $2.58M | Buy |
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|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $801K | Sell |
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|
2024
Q1 | $865K | Sell |
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|
2023
Q4 | $865K | Sell |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $831K | Sell |
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|
2023
Q1 | $822K | Buy |
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|
2022
Q4 | $768K | Buy |
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|
2022
Q3 | $708K | Sell |
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|
2022
Q2 | $2.77M | Sell |
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|
2022
Q1 | $4.08M | Sell |
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|
2021
Q4 | $4.61M | Sell |
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|
2021
Q3 | $5.2M | Sell |
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|
2021
Q2 | $6.03M | Sell |
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|
2021
Q1 | $6.89M | Sell |
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|
2020
Q4 | $6.32M | Buy |
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|
2020
Q3 | $4.72M | Sell |
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|
2020
Q2 | $4.6M | Buy |
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|
2020
Q1 | $3.45M | Buy |
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|
2019
Q4 | $3.95M | Sell |
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|
2019
Q3 | $4.13M | Buy |
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|
2019
Q2 | $3.58M | Buy |
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|
2019
Q1 | $3.28M | Buy |
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|
2018
Q4 | $2.96M | Buy |
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|
2018
Q3 | $3.57M | Sell |
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|
2018
Q2 | $3.63M | Sell |
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|
2018
Q1 | $3.39M | Sell |
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|
2017
Q4 | $3.98M | Buy |
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|
2017
Q3 | $3.79M | Buy |
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|
2017
Q2 | $3.55M | Buy |
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|
2017
Q1 | $3.49M | Sell |
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|
2016
Q4 | $3.66M | Sell |
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|
2016
Q3 | $3.38M | Buy |
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