Moss Adams Wealth 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
Q2 | $83.1M | Sell |
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|
2025
Q1 | $87.2M | Buy |
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|
2024
Q4 | $90.5M | Buy |
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|
2024
Q3 | $90.8M | Buy |
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|
2024
Q2 | $79.8M | Buy |
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|
2024
Q1 | $77.7M | Buy |
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|
2023
Q4 | $61.7M | Buy |
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|
2023
Q3 | $52.7M | Buy |
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|
2023
Q2 | $53.1M | Sell |
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|
2023
Q1 | $52.1M | Buy |
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|
2022
Q4 | $39.1M | Buy |
|