Motive 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
Q3 | $692K | Hold |
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|
2025
Q2 | $636K | Sell |
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|
2025
Q1 | $617K | Sell |
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|
2024
Q4 | $784K | Sell |
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|
2024
Q3 | $726K | Hold |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $754K | Buy |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $808K | Sell |
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|
2022
Q3 | $785K | Hold |
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|
2022
Q2 | $832K | Sell |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $880K | Sell |
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|
2021
Q2 | $913K | Buy |
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