Northwest Wealth Management’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 | – | Sell |
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|
2025
Q2 | $208K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $228K | Sell |
|
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|
2024
Q3 | $246K | Sell |
|
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|
2024
Q2 | $227K | Buy |
|
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $213K | Sell |
|
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|
2023
Q1 | $249K | Buy |
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|
2022
Q4 | $202K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Sell |
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|
2019
Q3 | $297K | Sell |
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|
2019
Q2 | $350K | Sell |
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|
2019
Q1 | $366K | Buy |
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|
2018
Q4 | $167K | Buy |
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|
2018
Q3 | $210K | Buy |
|
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|
2018
Q2 | $149K | Sell |
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|
2018
Q1 | $138K | Buy |
|