Shelton 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 | $2.23M | Sell |
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|
2025
Q2 | $2.06M | Buy |
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|
2025
Q1 | $1.94M | Sell |
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|
2024
Q4 | $2.23M | Sell |
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|
2024
Q3 | $2.43M | Sell |
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|
2024
Q2 | $2.31M | Sell |
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|
2024
Q1 | $2.47M | Sell |
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|
2023
Q4 | $3.59M | Sell |
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|
2023
Q3 | $4.11M | Buy |
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|
2023
Q2 | $4.32M | Sell |
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|
2023
Q1 | $4.62M | Sell |
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|
2022
Q4 | $4.78M | Sell |
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|
2022
Q3 | $5.19M | Sell |
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|
2022
Q2 | $5.5M | Sell |
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|
2022
Q1 | $7.74M | Buy |
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|
2021
Q4 | $7.38M | Buy |
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