Ullmann Wealth Partners Group’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 | $2.42M | Sell |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.57M | Sell |
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|
2024
Q3 | $2.66M | Buy |
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|
2024
Q2 | $2.39M | Buy |
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|
2024
Q1 | $2.44M | Sell |
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|
2023
Q4 | $2.89M | Sell |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $2.52M | Buy |
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|
2022
Q2 | $2.63M | Buy |
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|
2022
Q1 | $3.07M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.74M | Buy |
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|
2021
Q2 | $2.79M | Sell |
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|
2021
Q1 | $2.85M | Buy |
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|
2020
Q4 | $2.4M | Sell |
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|
2020
Q3 | $2.15M | Sell |
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|
2020
Q2 | $2.24M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $63K | Sell |
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|
2017
Q1 | $80K | Buy |
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