Talisman Wealth Advisors’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 | $2.39M | Sell |
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|
2025
Q2 | $2.21M | Sell |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $2.76M | Buy |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $2.39M | Buy |
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|
2024
Q1 | $2.31M | Buy |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.4M | Buy |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $995K | Buy |
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