Wealth Advisors of Tampa Bay’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
Q2 | – | Sell |
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|
2025
Q1 | $80.7K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $212K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $243K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $217K | Sell |
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|
2018
Q4 | $248K | Sell |
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|
2018
Q3 | $364K | Hold |
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|
2018
Q2 | $352K | Buy |
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|
2018
Q1 | $244K | Buy |
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