Palumbo 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
Q2 | $329K | Buy |
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|
2025
Q1 | $302K | Buy |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $330K | Buy |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $541K | Buy |
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|
2023
Q4 | $380K | Sell |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.5M | Sell |
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|
2022
Q3 | $1.74M | Buy |
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|
2022
Q2 | $1.83M | Sell |
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|
2022
Q1 | $2.18M | Buy |
|