Upper Left 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 | $576K | Sell |
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|
2025
Q2 | $550K | Buy |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $356K | Buy |
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|
2024
Q3 | $299K | Sell |
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|
2024
Q2 | $279K | Sell |
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|
2024
Q1 | $294K | Sell |
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $341K | Sell |
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|
2023
Q1 | $333K | Sell |
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|
2022
Q4 | $333K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $496K | Buy |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $478K | Buy |
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