Welch Group’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 | $349K | Buy |
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|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $216K | Sell |
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|
2024
Q1 | $301K | Sell |
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|
2023
Q4 | $333K | Sell |
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|
2023
Q3 | $384K | Sell |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $426K | Sell |
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|
2022
Q4 | $472K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $472K | Buy |
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|
2022
Q1 | $436K | Hold |
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|
2021
Q4 | $463K | Buy |
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|
2021
Q3 | $231K | Sell |
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|
2021
Q2 | $260K | Sell |
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|
2021
Q1 | $579K | Buy |
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|
2020
Q4 | $382K | Buy |
|