Total Wealth Planning’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 | $804K | Buy |
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|
2025
Q2 | $686K | Sell |
|
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|
2025
Q1 | $671K | Sell |
|
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|
2024
Q4 | $744K | Buy |
|
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|
2024
Q3 | $753K | Sell |
|
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|
2024
Q2 | $755K | Sell |
|
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|
2024
Q1 | $746K | Buy |
|
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|
2023
Q4 | $720K | Buy |
|
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|
2023
Q3 | $621K | Sell |
|
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|
2023
Q2 | $660K | Sell |
|
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|
2023
Q1 | $642K | Sell |
|
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|
2022
Q4 | $655K | Sell |
|
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|
2022
Q3 | $642K | Sell |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $2.76M | Buy |
|