Pillar 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
2024
Q3
Sell
2024
Q2
$1.5M Sell
2024
Q1
$1.83M Sell
2023
Q4
$2.07M Buy
2023
Q3
$1.45M Buy
2023
Q2
$1.32M Buy
2023
Q1
$690K Buy
2022
Q4
$507K Buy