Physician 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
Q2 | $3.27M | Sell |
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|
2025
Q1 | $3.17M | Sell |
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|
2024
Q4 | $3.69M | Sell |
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|
2024
Q3 | $4.13M | Sell |
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|
2024
Q2 | $4.48M | Sell |
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|
2024
Q1 | $4.12M | Sell |
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|
2023
Q4 | $4.42M | Sell |
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|
2023
Q3 | $4M | Sell |
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|
2023
Q2 | $4.55M | Sell |
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|
2023
Q1 | $4.37M | Sell |
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|
2022
Q4 | $6.48M | Sell |
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|
2022
Q3 | $6.62M | Sell |
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|
2022
Q2 | $7.81M | Buy |
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|
2022
Q1 | $6.13M | Sell |
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|
2021
Q4 | $7.19M | Buy |
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|
2021
Q3 | $7.03M | Buy |
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|
2021
Q2 | $6.59M | Buy |
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|
2021
Q1 | $6.71M | Sell |
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|
2020
Q4 | $6.48M | Sell |
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|
2020
Q3 | $7.2M | Sell |
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|
2020
Q2 | $8.38M | Buy |
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|
2020
Q1 | $3.56M | Buy |
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|
2019
Q4 | $4.5M | Buy |
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|
2019
Q3 | $4.24M | Buy |
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