Paradigm Strategies in 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 | $16M | Sell |
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|
2025
Q1 | $15.3M | Sell |
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|
2024
Q4 | $17.1M | Sell |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $16.2M | Buy |
|
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|
2024
Q1 | $15.9M | Buy |
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|
2023
Q4 | $15.4M | Sell |
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|
2023
Q3 | $14M | Buy |
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|
2023
Q2 | $14.5M | Buy |
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|
2023
Q1 | $12.2M | Buy |
|
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $9.5M | Buy |
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|
2022
Q2 | $4.83M | Buy |
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|
2022
Q1 | $5.25M | Buy |
|
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|
2021
Q4 | $5.29M | Sell |
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|
2021
Q3 | $5.08M | Buy |
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|
2021
Q2 | $5.03M | Sell |
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|
2021
Q1 | $4.98M | Buy |
|