WealthBridge Capital Management’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 | $558K | Hold |
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|
2025
Q2 | $513K | Sell |
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|
2025
Q1 | $685K | Sell |
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|
2024
Q4 | $794K | Buy |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $676K | Sell |
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|
2024
Q1 | $737K | Buy |
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|
2023
Q4 | $722K | Buy |
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|
2023
Q3 | $624K | Hold |
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|
2023
Q2 | $659K | Sell |
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|
2023
Q1 | $655K | Sell |
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|
2022
Q4 | $717K | Sell |
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|
2022
Q3 | $714K | Hold |
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|
2022
Q2 | $714K | Buy |
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|
2022
Q1 | $721K | Buy |
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|
2021
Q4 | $666K | Buy |
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|
2021
Q3 | $514K | Hold |
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|
2021
Q2 | $532K | Buy |
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|
2021
Q1 | $511K | Sell |
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|
2020
Q4 | $451K | Hold |
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|
2020
Q3 | $344K | Sell |
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|
2020
Q2 | $344K | Buy |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $405K | Hold |
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|
2019
Q3 | $376K | Buy |
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|
2019
Q2 | $317K | Sell |
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|
2019
Q1 | $373K | Buy |
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|
2018
Q4 | $317K | Buy |
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