Topel & Distasi 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 | $10.7M | Buy |
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|
2025
Q2 | $9.55M | Buy |
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|
2025
Q1 | $9.07M | Buy |
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|
2024
Q4 | $9.93M | Sell |
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|
2024
Q3 | $10.4M | Buy |
|
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|
2024
Q2 | $9.34M | Buy |
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|
2024
Q1 | $9.59M | Buy |
|
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|
2023
Q4 | $9.21M | Buy |
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|
2023
Q3 | $7.88M | Buy |
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|
2023
Q2 | $8.21M | Buy |
|
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|
2023
Q1 | $7.87M | Buy |
|
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|
2022
Q4 | $7.41M | Sell |
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|
2022
Q3 | $7.84M | Sell |
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|
2022
Q2 | $7.33M | Buy |
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|
2022
Q1 | $8.25M | Buy |
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|
2021
Q4 | $8.37M | Buy |
|