WealthShield Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

WealthShield Partners’s Portfolio IJR Stock Details IJR Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.72M	Sell	15,765 -8,052	-34%	-$880K	0.21%	123
2025 Q1	$2.49M	Buy	23,817 +3,833	+19%	+$401K	0.32%	93
2024 Q4	$2.3M	Sell	19,984 -3,913	-16%	-$451K	0.33%	87
2024 Q3	$2.8M	Buy	23,897 +2,690	+13%	+$315K	0.38%	76
2024 Q2	$2.26M	Sell	21,207 -3,194	-13%	-$341K	0.34%	82
2024 Q1	$2.7M	Sell	24,401 -2,693	-10%	-$298K	0.44%	67
2023 Q4	$2.93M	Buy	27,094 +3,832	+16%	+$415K	0.48%	54
2023 Q3	$2.21M	Sell	23,262 -270	-1%	-$25.6K	0.33%	81
2023 Q2	$2.35M	Sell	23,532 -4,774	-17%	-$476K	0.35%	70
2023 Q1	$2.74M	Sell	28,306 -8,697	-24%	-$841K	0.44%	59
2022 Q4	$3.5M	Sell	37,003 -4,812	-12%	-$455K	0.67%	32
2022 Q3	$3.65M	Buy	41,815 +16,386	+64%	+$1.43M	0.72%	31
2022 Q2	$2.35M	Sell	25,429 -21,178	-45%	-$1.96M	0.47%	55
2022 Q1	$5.03M	Sell	46,607 -13,282	-22%	-$1.43M	0.81%	28
2021 Q4	$6.86M	Buy	59,889 +18,560	+45%	+$2.13M	1.14%	21
2021 Q3	$4.51M	Sell	41,329 -46,348	-53%	-$5.06M	1.21%	23
2021 Q2	$9.91M	Buy	87,677 +7,799	+10%	+$881K	1.55%	17
2021 Q1	$8.67M	Buy	79,878 +30,159	+61%	+$3.27M	1.56%	15
2020 Q4	$4.57M	Buy	49,719 +6,799	+16%	+$625K	0.84%	39
2020 Q3	$3.01M	Buy	42,920 +5,618	+15%	+$395K	1.06%	22
2020 Q2	$2.55M	Buy	37,302 +26,546	+247%	+$1.81M	1.17%	22
2020 Q1	$604K	Sell	10,756 -4,679	-30%	-$263K	0.37%	65
2019 Q4	$1.29M	Sell	15,435 -6,212	-29%	-$521K	0.63%	34
2019 Q3	$1.69M	Sell	21,647 -1,538	-7%	-$120K	0.89%	23
2019 Q2	$1.82M	Sell	23,185 -4,429	-16%	-$347K	1.05%	23
2019 Q1	$2.13M	Buy	27,614 +3,420	+14%	+$264K	1.19%	18
2018 Q4	$1.68M	Buy	24,194 +347	+1%	+$24.1K	1.14%	22
2018 Q3	$2.09M	Buy	23,847 +2,083	+10%	+$182K	1.19%	21
2018 Q2	$1.82M	Sell	21,764 -1,274	-6%	-$107K	1.11%	22
2018 Q1	$1.77M	Buy	23,038 +674	+3%	+$51.9K	1.12%	21
2017 Q4	$1.73M	Buy	+22,364	New	+$1.73M	1.05%	23