Wealth Management Solutions’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
2023
Q3
$1.62M Sell
2023
Q2
$1.75M Sell
2023
Q1
$2.37M Sell
2022
Q4
$2.49M Buy
2022
Q3
$2.27M Sell
2022
Q2
$2.5M Sell
2022
Q1
$3.11M Sell
2021
Q4
$4.52M Buy