Revolve Wealth Partners’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
Q3 | $2.36M | Sell |
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|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $2.09M | Sell |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.37M | Sell |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $2.48M | Buy |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.39M | Sell |
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|
2023
Q1 | $2.81M | Sell |
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|
2022
Q4 | $3.63M | Sell |
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|
2022
Q3 | $3.71M | Buy |
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|
2022
Q2 | $3.85M | Buy |
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|
2022
Q1 | $4.35M | Buy |
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|
2021
Q4 | $4.44M | Buy |
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