Signature Wealth Management Partners’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
Q2 | – | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $343K | Buy |
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|
2024
Q3 | $307K | Sell |
|
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $375K | Sell |
|
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $225K | Sell |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $242K | Sell |
|
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $205K | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $298K | Buy |
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|
2021
Q3 | $267K | Sell |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $297K | Sell |
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|
2020
Q4 | $324K | Buy |
|