Prestige Wealth Management Group’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
Q4
$122K Buy
2023
Q1
Sell
2022
Q4
$105K Buy
2020
Q1
Sell
2019
Q4
$91K Sell
2019
Q3
$88K Hold
2019
Q2
$88K Sell
2019
Q1
$93K Hold
2018
Q4
$83K Buy