Newbridge Financial Services 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
Q2
$57.6K Sell
2025
Q1
$75.6K Buy
2024
Q4
$68.6K Buy
2024
Q3
Sell
2024
Q2
$71.6K Sell
2024
Q1
$130K Sell
2023
Q4
$134K Sell
2023
Q3
$162K Sell
2023
Q2
$188K Sell
2023
Q1
$224K Sell
2022
Q4
$263K Sell
2022
Q3
$302K Sell
2022
Q2
$345K Buy
2022
Q1
$387K Sell
2021
Q4
$483K Buy
2021
Q3
$326K Buy
2021
Q2
$146K Sell
2021
Q1
$142K Buy
2020
Q4
$31K Buy
2020
Q3
$24K Buy