Wambolt & Associates’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
Q1 | – | Sell |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $223K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $207K | Sell |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $221K | Buy |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $341K | Sell |
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|
2021
Q3 | $337K | Buy |
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|
2021
Q2 | $338K | Buy |
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