Oak Harbor Wealth Partners’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 | $7.42M | Buy |
|
|||||
|
2025
Q2 | $6.57M | Sell |
|
|||||
|
2025
Q1 | $6.32M | Buy |
|
|||||
|
2024
Q4 | $6.75M | Buy |
|
|||||
|
2024
Q3 | $6.76M | Sell |
|
|||||
|
2024
Q2 | $8.65M | Buy |
|
|||||
|
2024
Q1 | $8.79M | Buy |
|
|||||
|
2023
Q4 | $8.17M | Sell |
|
|||||
|
2023
Q3 | $7.23M | Buy |
|
|||||
|
2023
Q2 | $7.16M | Buy |
|
|||||
|
2023
Q1 | $6.74M | Buy |
|
|||||
|
2022
Q4 | $4.74M | Buy |
|
|||||
|
2022
Q3 | $4.33M | Buy |
|
|||||
|
2022
Q2 | $4.52M | Buy |
|
|||||
|
2022
Q1 | $4.86M | Buy |
|
|||||
|
2021
Q4 | $4.54M | Buy |
|