Tandem 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
Q2 | – | Sell |
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|
2025
Q1 | $7.44M | Buy |
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|
2024
Q4 | $8.14M | Sell |
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|
2024
Q3 | $8.63M | Sell |
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|
2024
Q2 | $7.9M | Buy |
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|
2024
Q1 | $7.92M | Buy |
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|
2023
Q4 | $7.68M | Sell |
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|
2023
Q3 | $6.85M | Buy |
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|
2023
Q2 | $7.02M | Buy |
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|
2023
Q1 | $6.73M | Buy |
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|
2022
Q4 | $3.01M | Buy |
|