Monterey Private Wealth’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
Q1 | $254K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $331K | Hold |
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|
2023
Q3 | $288K | Sell |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $296K | Hold |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $246K | Hold |
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|
2021
Q4 | $258K | Sell |
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|
2021
Q3 | $260K | Sell |
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|
2021
Q2 | $287K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $462K | Buy |
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