Morling Financial 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 | $130K | Buy |
|
|||||
|
2025
Q2 | $119K | Hold |
|
|||||
|
2025
Q1 | $114K | Sell |
|
|||||
|
2024
Q4 | $128K | Buy |
|
|||||
|
2024
Q3 | $127K | Hold |
|
|||||
|
2024
Q2 | $116K | Hold |
|
|||||
|
2024
Q1 | $120K | Sell |
|
|||||
|
2023
Q4 | $120K | Buy |
|
|||||
|
2023
Q3 | $103K | Hold |
|
|||||
|
2023
Q2 | $108K | Sell |
|
|||||
|
2023
Q1 | $134K | Buy |
|
|||||
|
2022
Q4 | $64.2K | Sell |
|
|||||
|
2022
Q3 | $60K | Buy |
|
|||||
|
2022
Q2 | $63K | Sell |
|
|||||
|
2022
Q1 | $74K | Buy |
|
|||||
|
2021
Q4 | $78K | Buy |
|