Rise 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
Q3 | $64K | Buy |
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|
2025
Q2 | $38.3K | Sell |
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|
2025
Q1 | $47.7K | Sell |
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|
2024
Q4 | $59.1K | Buy |
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|
2024
Q3 | $59.4K | Buy |
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|
2024
Q2 | $53.9K | Buy |
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|
2024
Q1 | $55.7K | Buy |
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|
2023
Q4 | $54.4K | Sell |
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|
2023
Q3 | $49.6K | Sell |
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|
2023
Q2 | $107K | Buy |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $109K | Buy |
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|
2022
Q3 | $91K | Buy |
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|
2022
Q2 | $96K | Buy |
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|
2022
Q1 | $111K | Buy |
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|
2021
Q4 | $118K | Buy |
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