Waverly 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 | $12.9M | Sell |
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|
2025
Q2 | $11.9M | Sell |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $8.09M | Buy |
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|
2024
Q3 | $4.43M | Buy |
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|
2024
Q2 | $4.04M | Buy |
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|
2024
Q1 | $4.13M | Buy |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $3.09M | Buy |
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|
2023
Q2 | $2.44M | Buy |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.73M | Sell |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.76M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.97M | Hold |
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|
2018
Q2 | $1.88M | Hold |
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|
2018
Q1 | $1.74M | Hold |
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|
2017
Q4 | $1.73M | Hold |
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|
2017
Q3 | $1.67M | Buy |
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|
2017
Q2 | $543K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $16K | Buy |
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