Rockwood 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 | $1.8M | Hold |
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|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.68M | Sell |
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|
2024
Q4 | $2.02M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.63M | Buy |
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|
2024
Q1 | $1.64M | Buy |
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|
2023
Q4 | $1.53M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $623K | Sell |
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|
2022
Q4 | $642K | Sell |
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|
2022
Q3 | $601K | Sell |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $815K | Buy |
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|
2021
Q4 | $852K | Buy |
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