New England Private 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 | $375K | Buy |
|
|||||
|
2025
Q2 | $352K | Buy |
|
|||||
|
2025
Q1 | $203K | Buy |
|
|||||
|
2024
Q4 | $223K | Sell |
|
|||||
|
2024
Q3 | $229K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $207K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $278K | Buy |
|
|||||
|
2019
Q1 | $274K | Buy |
|
|||||
|
2018
Q4 | $242K | Sell |
|
|||||
|
2018
Q3 | $446K | Buy |
|
|||||
|
2018
Q2 | $325K | Buy |
|
|||||
|
2018
Q1 | $203K | Buy |
|
|||||
|
2017
Q4 | $203K | Sell |
|
|||||
|
2017
Q3 | $288K | Buy |
|
|||||
|
2017
Q2 | $273K | Hold |
|
|||||
|
2017
Q1 | $268K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $294K | Buy |
|