Southland Equity 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
Q3 | $337K | Sell |
|
|||||
|
2025
Q2 | $322K | Sell |
|
|||||
|
2025
Q1 | $314K | Sell |
|
|||||
|
2024
Q4 | $348K | Buy |
|
|||||
|
2024
Q3 | $353K | Buy |
|
|||||
|
2024
Q2 | $313K | Sell |
|
|||||
|
2024
Q1 | $357K | Sell |
|
|||||
|
2023
Q4 | $359K | Sell |
|
|||||
|
2023
Q3 | $315K | Sell |
|
|||||
|
2023
Q2 | $362K | Sell |
|
|||||
|
2023
Q1 | $355K | Sell |
|
|||||
|
2022
Q4 | $349K | Sell |
|
|||||
|
2022
Q3 | $392K | Sell |
|
|||||
|
2022
Q2 | $438K | Sell |
|
|||||
|
2022
Q1 | $518K | Sell |
|
|||||
|
2021
Q4 | $558K | Sell |
|
|||||
|
2021
Q3 | $532K | Sell |
|
|||||
|
2021
Q2 | $555K | Sell |
|
|||||
|
2021
Q1 | $648K | Sell |
|
|||||
|
2020
Q4 | $568K | Buy |
|