Segment 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 | $367K | Sell |
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|
2025
Q2 | $356K | Hold |
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|
2025
Q1 | $340K | Hold |
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|
2024
Q4 | $375K | Hold |
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|
2024
Q3 | $381K | Hold |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $360K | Sell |
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|
2023
Q4 | $358K | Sell |
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|
2023
Q3 | $321K | Buy |
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|
2023
Q2 | $319K | Sell |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $390K | Hold |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $381K | Hold |
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|
2022
Q1 | $445K | Hold |
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|
2021
Q4 | $472K | Buy |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $236K | Hold |
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|
2021
Q1 | $227K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Sell |
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|
2018
Q2 | $242K | Buy |
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|
2018
Q1 | $204K | Buy |
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