Riverpoint Wealth Management Holdings’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
Q2 | $1.15M | Buy |
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|
2025
Q1 | $997K | Buy |
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|
2024
Q4 | $952K | Sell |
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|
2024
Q3 | $978K | Buy |
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|
2024
Q2 | $887K | Buy |
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|
2024
Q1 | $918K | Buy |
|
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.14M | Buy |
|
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $922K | Buy |
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|
2022
Q1 | $961K | Buy |
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|
2021
Q4 | $909K | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $4.08M | Buy |
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|
2021
Q1 | $3.84M | Sell |
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|
2020
Q4 | $3.28M | Sell |
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|
2020
Q3 | $2.59M | Buy |
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|
2020
Q2 | $2.44M | Sell |
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|
2020
Q1 | $4.87M | Buy |
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|
2019
Q4 | $5.39M | Buy |
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|
2019
Q3 | $4.95M | Buy |
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|
2019
Q2 | $4.92M | Buy |
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|
2019
Q1 | $4.39M | Sell |
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|
2018
Q4 | $4.58M | Buy |
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|
2018
Q3 | $1.8M | Buy |
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|
2018
Q2 | $1.7M | Buy |
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|
2018
Q1 | $258K | Buy |
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