Sound View Wealth Advisors Group’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 | $814K | Buy |
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|
2025
Q1 | $712K | Buy |
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|
2024
Q4 | $741K | Sell |
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|
2024
Q3 | $805K | Buy |
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|
2024
Q2 | $693K | Sell |
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|
2024
Q1 | $1.05M | Sell |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $830K | Buy |
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|
2023
Q2 | $672K | Buy |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $551K | Sell |
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|
2022
Q1 | $749K | Sell |
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|
2021
Q4 | $981K | Buy |
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|
2021
Q3 | $881K | Buy |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $604K | Sell |
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|
2020
Q4 | $524K | Buy |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $409K | Sell |
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|
2020
Q1 | $363K | Buy |
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|
2019
Q4 | $464K | Buy |
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|
2019
Q3 | $347K | Buy |
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|
2019
Q2 | $341K | Buy |
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