Vertex Planning Partners’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 | $879K | Buy |
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|
2025
Q2 | $801K | Sell |
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|
2025
Q1 | $767K | Sell |
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|
2024
Q4 | $872K | Buy |
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|
2024
Q3 | $873K | Sell |
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|
2024
Q2 | $800K | Sell |
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|
2024
Q1 | $848K | Buy |
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|
2023
Q4 | $828K | Buy |
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|
2023
Q3 | $245K | Sell |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $422K | Buy |
|