Watershed Private Wealth’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 | $350K | Sell |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $566K | Sell |
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|
2024
Q4 | $666K | Sell |
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|
2024
Q3 | $796K | Sell |
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|
2024
Q2 | $879K | Sell |
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $4.12M | Buy |
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|
2023
Q3 | $3.49M | Buy |
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|
2023
Q2 | $3.59M | Buy |
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|
2023
Q1 | $3.33M | Sell |
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|
2022
Q4 | $3.26M | Buy |
|