PFG Private 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 | $3.67M | Buy |
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|
2025
Q1 | $3.5M | Sell |
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|
2024
Q4 | $6.9M | Buy |
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|
2024
Q3 | $6.83M | Buy |
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|
2024
Q2 | $4.14M | Buy |
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|
2024
Q1 | $4.22M | Sell |
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|
2023
Q4 | $4.13M | Buy |
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|
2023
Q3 | $3.02M | Sell |
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|
2023
Q2 | $4.59M | Buy |
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|
2023
Q1 | $4.29M | Buy |
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|
2022
Q4 | $2.48M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.23M | Sell |
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|
2022
Q1 | $4.87M | Buy |
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|
2021
Q4 | $5.06M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.04M | Sell |
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|
2020
Q3 | $802K | Hold |
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|
2020
Q2 | $780K | Sell |
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|
2020
Q1 | $643K | Sell |
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|
2019
Q4 | $1.07M | Buy |
|