Strategic Wealth 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 | $702K | Sell |
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|
2025
Q2 | $889K | Buy |
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|
2024
Q4 | $935K | Sell |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $978K | Buy |
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|
2024
Q1 | $993K | Buy |
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|
2023
Q4 | $967K | Sell |
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|
2023
Q3 | $937K | Buy |
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|
2023
Q2 | $950K | Buy |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $725K | Sell |
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|
2022
Q3 | $814K | Buy |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $626K | Hold |
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|
2021
Q4 | $665K | Sell |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $678K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $297K | Hold |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $12.9K | Sell |
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|
2019
Q2 | $307K | Sell |
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|
2019
Q1 | $803K | Sell |
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|
2018
Q4 | $1.03M | Buy |
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|
2018
Q3 | $282K | Buy |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $208K | Sell |
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|
2017
Q4 | $951K | Buy |
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