Wealth Management Associates’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 | $213K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $252K | Buy |
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|
2024
Q3 | $256K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $205K | Sell |
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|
2021
Q3 | $224K | Sell |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $250K | Hold |
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|
2020
Q4 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $429K | Sell |
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|
2019
Q3 | $407K | Buy |
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|
2019
Q2 | $381K | Buy |
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|
2019
Q1 | $359K | Buy |
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|
2018
Q4 | $238K | Buy |
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