Walkner Condon Financial 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
Q3 | $5.29M | Buy |
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|
2025
Q2 | $4.09M | Buy |
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|
2025
Q1 | $3.39M | Buy |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $968K | Buy |
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|
2023
Q2 | $898K | Sell |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $715K | Buy |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $369K | Buy |
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|
2021
Q2 | $374K | Buy |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $242K | Buy |
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