SFMG Wealth Advisors’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 | $274K | Buy |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $272K | Buy |
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|
2024
Q2 | $244K | Buy |
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|
2024
Q1 | $242K | Buy |
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|
2023
Q4 | $230K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $241K | Buy |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $213K | Buy |
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|
2022
Q1 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $212K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $9.48M | Buy |
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