WealthShield 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
Q2 | $1.72M | Sell |
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|
2025
Q1 | $2.49M | Buy |
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|
2024
Q4 | $2.3M | Sell |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $2.26M | Sell |
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|
2024
Q1 | $2.7M | Sell |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $2.21M | Sell |
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|
2023
Q2 | $2.35M | Sell |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $3.5M | Sell |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $2.35M | Sell |
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|
2022
Q1 | $5.03M | Sell |
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|
2021
Q4 | $6.86M | Buy |
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|
2021
Q3 | $4.51M | Sell |
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|
2021
Q2 | $9.91M | Buy |
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|
2021
Q1 | $8.67M | Buy |
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|
2020
Q4 | $4.57M | Buy |
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|
2020
Q3 | $3.01M | Buy |
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|
2020
Q2 | $2.55M | Buy |
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|
2020
Q1 | $604K | Sell |
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|
2019
Q4 | $1.29M | Sell |
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|
2019
Q3 | $1.69M | Sell |
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|
2019
Q2 | $1.81M | Sell |
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|
2019
Q1 | $2.13M | Buy |
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|
2018
Q4 | $1.68M | Buy |
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|
2018
Q3 | $2.09M | Buy |
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|
2018
Q2 | $1.82M | Sell |
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|
2018
Q1 | $1.77M | Buy |
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|
2017
Q4 | $1.73M | Buy |
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