WealthPLAN Partners’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 | $403K | Sell |
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|
2025
Q2 | $425K | Sell |
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|
2025
Q1 | $602K | Buy |
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|
2024
Q4 | $533K | Buy |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $424K | Buy |
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|
2023
Q3 | $361K | Sell |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $499K | Sell |
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|
2022
Q4 | $899K | Buy |
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|
2022
Q1 | $484K | Buy |
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|
2021
Q4 | $502K | Sell |
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|
2021
Q3 | $588K | Buy |
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|
2021
Q2 | $299K | Buy |
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|
2021
Q1 | $281K | Sell |
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|
2020
Q4 | $267K | Sell |
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|
2020
Q3 | $248K | Sell |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.07M | Sell |
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|
2019
Q3 | $3.27M | Buy |
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|
2019
Q2 | $2.85M | Sell |
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|
2019
Q1 | $3.08M | Sell |
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|
2018
Q4 | $3.19M | Buy |
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|
2018
Q3 | $3.04M | Buy |
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|
2018
Q2 | $3.28M | Buy |
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|
2018
Q1 | $2.97M | Sell |
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|
2017
Q4 | $3.04M | Sell |
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|
2017
Q3 | $3.14M | Sell |
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|
2017
Q2 | $3.06M | Buy |
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|
2017
Q1 | $213K | Buy |
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|
2016
Q3 | $405K | Sell |
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|
2016
Q2 | $413K | Buy |
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|
2015
Q4 | $1.19M | Buy |
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|
2015
Q2 | $2.35M | Sell |
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|
2015
Q1 | $6.26M | Buy |
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