Selective 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
Q4 | $207K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $237K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $309K | Sell |
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|
2023
Q4 | $328K | Sell |
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|
2023
Q3 | $333K | Sell |
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|
2023
Q2 | $451K | Buy |
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $630K | Sell |
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|
2022
Q2 | $808K | Buy |
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|
2022
Q1 | $327K | Buy |
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|
2021
Q4 | $43K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $11K | Buy |
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