Wealth Enhancement Advisory Services’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 | $282M | Buy |
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|
2025
Q1 | $142M | Buy |
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|
2024
Q4 | $155M | Buy |
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|
2024
Q3 | $140M | Buy |
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|
2024
Q2 | $126M | Buy |
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|
2024
Q1 | $125M | Buy |
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|
2023
Q4 | $120M | Sell |
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|
2023
Q3 | $108M | Buy |
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|
2023
Q2 | $2.37M | Sell |
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|
2023
Q1 | $12.4M | Sell |
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|
2022
Q4 | $25M | Buy |
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|
2022
Q3 | $19.9M | Sell |
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|
2022
Q2 | $24.6M | Buy |
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|
2022
Q1 | $24M | Buy |
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|
2021
Q4 | $21.7M | Buy |
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|
2021
Q3 | $14.9M | Buy |
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|
2021
Q2 | $9.48M | Buy |
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|
2021
Q1 | $8.58M | Buy |
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|
2020
Q4 | $6.92M | Buy |
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|
2020
Q3 | $4.72M | Buy |
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|
2020
Q2 | $4.32M | Sell |
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|
2020
Q1 | $5.62M | Sell |
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|
2019
Q4 | $9.17M | Buy |
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|
2019
Q3 | $7.76M | Buy |
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|
2019
Q2 | $6.93M | Buy |
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|
2019
Q1 | $6.08M | Buy |
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|
2018
Q4 | $272K | Buy |
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|
2018
Q3 | $203K | Buy |
|