Visionary Wealth Advisors’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
Q2 | $2.25M | Sell |
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|
2025
Q1 | $2.16M | Buy |
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|
2024
Q4 | $1.98M | Buy |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.08M | Buy |
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|
2022
Q4 | $976K | Buy |
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|
2022
Q3 | $204K | Sell |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $212K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $283K | Sell |
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|
2019
Q4 | $5.38M | Buy |
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