Morris Financial Concepts’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 | $14.5M | Buy |
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|
2025
Q2 | $12.8M | Sell |
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|
2025
Q1 | $12.6M | Buy |
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|
2024
Q4 | $13.7M | Buy |
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|
2024
Q3 | $13.6M | Buy |
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|
2024
Q2 | $11.8M | Sell |
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|
2024
Q1 | $12.6M | Sell |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $10.6M | Buy |
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|
2023
Q1 | $9.84M | Buy |
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|
2022
Q4 | $9.52M | Buy |
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|
2022
Q3 | $7.6M | Sell |
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|
2022
Q2 | $8.23M | Buy |
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|
2022
Q1 | $8.98M | Buy |
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|
2021
Q4 | $8.91M | Buy |
|