Spire 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 | $5.62M | Sell |
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|
2025
Q2 | $5.33M | Sell |
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|
2025
Q1 | $7.16M | Sell |
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|
2024
Q4 | $9.67M | Sell |
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|
2024
Q3 | $12.3M | Sell |
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|
2024
Q2 | $11.3M | Sell |
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|
2024
Q1 | $54.7M | Sell |
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|
2023
Q4 | $11.9M | Sell |
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|
2023
Q3 | $12.3M | Buy |
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|
2023
Q2 | $12.5M | Buy |
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|
2023
Q1 | $11.9M | Buy |
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|
2022
Q4 | $8.24M | Sell |
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|
2022
Q3 | $7.76M | Sell |
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|
2022
Q2 | $12.7M | Sell |
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|
2022
Q1 | $25.4M | Sell |
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|
2021
Q4 | $28.4M | Buy |
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|
2021
Q3 | $26.2M | Sell |
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|
2021
Q2 | $27.4M | Buy |
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|
2021
Q1 | $25.4M | Buy |
|