Sheets Smith 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 | $4.47M | Sell |
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|
2025
Q2 | $4.17M | Buy |
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|
2025
Q1 | $3.94M | Sell |
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|
2024
Q4 | $4.7M | Sell |
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|
2024
Q3 | $4.83M | Sell |
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|
2024
Q2 | $4.48M | Buy |
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|
2024
Q1 | $4.64M | Sell |
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|
2023
Q4 | $4.66M | Sell |
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|
2023
Q3 | $4.32M | Sell |
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|
2023
Q2 | $4.79M | Sell |
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|
2023
Q1 | $4.76M | Sell |
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|
2022
Q4 | $4.86M | Buy |
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|
2022
Q3 | $4.42M | Buy |
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|
2022
Q2 | $4.5M | Buy |
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|
2022
Q1 | $1.68M | Sell |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $1.99M | Sell |
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|
2021
Q2 | $2.08M | Sell |
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|
2021
Q1 | $2.01M | Sell |
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|
2020
Q4 | $3.58M | Sell |
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|
2020
Q3 | $3.26M | Sell |
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|
2020
Q2 | $3.18M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $316K | Sell |
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|
2019
Q3 | $295K | Buy |
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|
2019
Q2 | $281K | Buy |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $249K | Buy |
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|
2018
Q3 | $313K | Sell |
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|
2018
Q2 | $302K | Buy |
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|
2018
Q1 | $211K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $995K | Sell |
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|
2013
Q3 | $926K | Hold |
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|
2013
Q2 | $838K | Buy |
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