SFG 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 | $522K | Buy |
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|
2025
Q2 | $479K | Buy |
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|
2025
Q1 | $248K | Buy |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $275K | Sell |
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|
2023
Q4 | $301K | Buy |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $262K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $290K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q4 | $318K | Buy |
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