Transform Wealth’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
Q1 | $375K | Sell |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $513K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $551K | Buy |
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|
2023
Q4 | $428K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $583K | Sell |
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|
2023
Q1 | $666K | Sell |
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|
2022
Q4 | $669K | Sell |
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|
2022
Q3 | $3.7M | Buy |
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|
2022
Q2 | $983K | Buy |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | $408K | Buy |
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|
2020
Q4 | $342K | Sell |
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|
2020
Q3 | $303K | Sell |
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|
2020
Q2 | $316K | Sell |
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|
2020
Q1 | $729K | Buy |
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|
2019
Q4 | $938K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $339K | Hold |
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|
2018
Q3 | $426K | Hold |
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|
2018
Q2 | $408K | Buy |
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|
2018
Q1 | $233K | Buy |
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