Wealth Dimensions Group’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 | $1.19M | Buy |
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|
2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $1M | Buy |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $947K | Buy |
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|
2024
Q1 | $974K | Buy |
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|
2023
Q4 | $953K | Sell |
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|
2023
Q3 | $859K | Buy |
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|
2023
Q2 | $898K | Sell |
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|
2023
Q1 | $879K | Buy |
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|
2022
Q4 | $855K | Buy |
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|
2022
Q3 | $787K | Buy |
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|
2022
Q2 | $800K | Sell |
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|
2022
Q1 | $950K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $932K | Buy |
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|
2021
Q2 | $948K | Sell |
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|
2021
Q1 | $915K | Buy |
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|
2020
Q4 | $689K | Buy |
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