Vantage Financial Partners (Wisconsin)’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 | $5.45M | Sell |
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|
2025
Q2 | $5.15M | Sell |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $11.6M | Sell |
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|
2024
Q3 | $18.5M | Sell |
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|
2024
Q2 | $21.7M | Buy |
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|
2024
Q1 | $21.4M | Buy |
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|
2023
Q4 | $20.8M | Buy |
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|
2023
Q3 | $17.1M | Buy |
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|
2023
Q2 | $11.7M | Buy |
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|
2023
Q1 | $8.91M | Buy |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $2.82M | Sell |
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|
2022
Q2 | $3.14M | Sell |
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|
2022
Q1 | $3.97M | Sell |
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|
2021
Q4 | $13.3M | Buy |
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