SOA 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 | $3.26M | Sell |
|
|||||
|
2025
Q2 | $3.16M | Sell |
|
|||||
|
2025
Q1 | $3.18M | Sell |
|
|||||
|
2024
Q4 | $3.53M | Sell |
|
|||||
|
2024
Q3 | $3.67M | Sell |
|
|||||
|
2024
Q2 | $3.36M | Sell |
|
|||||
|
2024
Q1 | $4.01M | Sell |
|
|||||
|
2023
Q4 | $4.02M | Sell |
|
|||||
|
2023
Q3 | $3.92M | Sell |
|
|||||
|
2023
Q2 | $4.31M | Sell |
|
|||||
|
2023
Q1 | $5.83M | Sell |
|
|||||
|
2022
Q4 | $5.72M | Buy |
|
|||||
|
2022
Q3 | $5.19M | Sell |
|
|||||
|
2022
Q2 | $5.51M | Sell |
|
|||||
|
2022
Q1 | $6.63M | Buy |
|
|||||
|
2021
Q4 | $6.92M | Sell |
|
|||||
|
2021
Q3 | $6.61M | Buy |
|
|||||
|
2021
Q2 | $6.77M | Sell |
|
|||||
|
2021
Q1 | $6.84M | Sell |
|
|||||
|
2020
Q4 | $6.97M | Buy |
|