Sendero 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 | $621K | Sell |
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|
2025
Q2 | $620K | Hold |
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|
2025
Q1 | $593K | Hold |
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|
2024
Q4 | $653K | Sell |
|
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $474K | Sell |
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|
2024
Q1 | $498K | Sell |
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|
2023
Q4 | $547K | Hold |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $851K | Sell |
|
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.02M | Buy |
|