SteelPeak Wealth’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 | $690K | Sell |
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|
2025
Q2 | $659K | Buy |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $689K | Sell |
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|
2024
Q3 | $747K | Buy |
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|
2024
Q2 | $580K | Buy |
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|
2024
Q1 | $584K | Sell |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $556K | Buy |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $3.25M | Sell |
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|
2022
Q3 | $3.64M | Buy |
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|
2022
Q2 | $367K | Sell |
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|
2022
Q1 | $7.14M | Sell |
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|
2021
Q4 | $9.03M | Sell |
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|
2021
Q3 | $9.96M | Sell |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $10.4M | Buy |
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|
2020
Q4 | $391K | Sell |
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|
2020
Q3 | $7.72M | Buy |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $634K | Buy |
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