Navis 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 | $256K | Hold |
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|
2025
Q2 | $235K | Buy |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $2.51M | Buy |
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|
2022
Q3 | $2.29M | Hold |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $2.8M | Buy |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $2.8M | Hold |
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|
2021
Q2 | $2.9M | Buy |
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|
2021
Q1 | $2.77M | Hold |
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|
2020
Q4 | $2.35M | Buy |
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