Morton Brown Family 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
Q3 | $87.8K | Sell |
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|
2025
Q2 | $90.1K | Sell |
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|
2025
Q1 | $89.5K | Sell |
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|
2024
Q4 | $99.8K | Sell |
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|
2024
Q3 | $103K | Sell |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $107K | Sell |
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|
2023
Q4 | $111K | Buy |
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|
2023
Q3 | $85.2K | Sell |
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|
2023
Q2 | $96K | Sell |
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|
2023
Q1 | $94.2K | Buy |
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|
2022
Q4 | $91.8K | Sell |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $116K | Sell |
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|
2022
Q1 | $137K | Sell |
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|
2021
Q4 | $147K | Buy |
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