Octavia 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 | $360K | Sell |
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|
2025
Q2 | $343K | Sell |
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|
2025
Q1 | $377K | Buy |
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|
2024
Q4 | $414K | Sell |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $384K | Sell |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $401K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $388K | Sell |
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|
2022
Q3 | $388K | Buy |
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|
2022
Q2 | $371K | Sell |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $542K | Buy |
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|
2021
Q3 | $390K | Sell |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $475K | Sell |
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|
2020
Q4 | $450K | Buy |
|