National Wealth Management Group’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 | $1.03M | Buy |
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|
2025
Q2 | $865K | Buy |
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|
2025
Q1 | $815K | Buy |
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|
2024
Q4 | $855K | Buy |
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|
2024
Q3 | $865K | Sell |
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|
2024
Q2 | $918K | Buy |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $817K | Buy |
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $487K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $502K | Buy |
|