NewEdge Wealth’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 | $22.6M | Sell |
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|
2025
Q2 | $21.1M | Sell |
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|
2025
Q1 | $32.9M | Sell |
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|
2024
Q4 | $38.6M | Buy |
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|
2024
Q3 | $30M | Buy |
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|
2024
Q2 | $8.95M | Sell |
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|
2024
Q1 | $9.05M | Sell |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $8.82M | Sell |
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|
2023
Q2 | $9.41M | Sell |
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|
2023
Q1 | $18.8M | Buy |
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|
2022
Q4 | $18.2M | Sell |
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|
2022
Q3 | $17.5M | Buy |
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|
2022
Q2 | $9.3M | Sell |
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|
2022
Q1 | $11.4M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $8.79M | Buy |
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|
2021
Q2 | $8.99M | Buy |
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|
2021
Q1 | $8.33M | Buy |
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|
2020
Q4 | $2.78M | Buy |
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