Wells Financial Advisors’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 | $433K | Sell |
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|
2025
Q2 | $434K | Sell |
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|
2025
Q1 | $497K | Hold |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $564K | Hold |
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|
2024
Q2 | $515K | Hold |
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|
2024
Q1 | $533K | Sell |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $594K | Sell |
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $375K | Sell |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $967K | Buy |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $2.44M | Buy |
|