Wagner 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 | – | Sell |
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|
2025
Q2 | $157K | Hold |
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|
2025
Q1 | $150K | Buy |
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|
2024
Q4 | $165K | Hold |
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|
2024
Q3 | $168K | Sell |
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|
2024
Q2 | $227K | Hold |
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|
2024
Q1 | $235K | Buy |
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|
2023
Q4 | $226K | Buy |
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|
2023
Q3 | $188K | Buy |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $163K | Buy |
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|
2022
Q4 | $132K | Hold |
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|
2022
Q3 | $122K | Hold |
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|
2022
Q2 | $129K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $165K | Hold |
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|
2021
Q3 | $163K | Sell |
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|
2021
Q2 | $170K | Hold |
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|
2021
Q1 | $163K | Hold |
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|
2020
Q4 | $138K | Buy |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $132K | Hold |
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|
2018
Q1 | $121K | Hold |
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|
2017
Q4 | $125K | Buy |
|