RF&L 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
Q3 | $851K | Buy |
|
|||||
|
2025
Q2 | $778K | Buy |
|
|||||
|
2025
Q1 | $364K | Hold |
|
|||||
|
2024
Q4 | $401K | Hold |
|
|||||
|
2024
Q3 | $407K | Hold |
|
|||||
|
2024
Q2 | $372K | Hold |
|
|||||
|
2024
Q1 | $385K | Sell |
|
|||||
|
2023
Q4 | $385K | Sell |
|
|||||
|
2023
Q3 | $355K | Buy |
|
|||||
|
2023
Q2 | $370K | Hold |
|
|||||
|
2023
Q1 | $359K | Hold |
|
|||||
|
2022
Q4 | $351K | Buy |
|