Wealthspire Advisors (New York)’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 | $404M | Sell |
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|
2025
Q1 | $406M | Buy |
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|
2024
Q4 | $218M | Buy |
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|
2024
Q3 | $206M | Buy |
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|
2024
Q2 | $177M | Buy |
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|
2024
Q1 | $178M | Buy |
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|
2023
Q4 | $171M | Buy |
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|
2023
Q3 | $145M | Buy |
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|
2023
Q2 | $152M | Buy |
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|
2023
Q1 | $143M | Buy |
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|
2022
Q4 | $133M | Buy |
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|
2022
Q3 | $119M | Buy |
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|
2022
Q2 | $124M | Buy |
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|
2022
Q1 | $144M | Buy |
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|
2021
Q4 | $145M | Buy |
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|
2021
Q3 | $131M | Sell |
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|
2021
Q2 | $139M | Buy |
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|
2021
Q1 | $129M | Buy |
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|
2020
Q4 | $87.3M | Buy |
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|
2020
Q3 | $35.2M | Sell |
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|
2020
Q2 | $35.3M | Sell |
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|
2020
Q1 | $56.9M | Buy |
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|
2019
Q4 | $63.3M | Buy |
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|
2019
Q3 | $57.1M | Buy |
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|
2019
Q2 | $55M | Buy |
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|
2019
Q1 | $51.6M | Buy |
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|
2018
Q4 | $41.9M | Buy |
|