Wellspring 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
Q2 | $16.8M | Buy |
|
|||||
|
2025
Q1 | $15.6M | Sell |
|
|||||
|
2024
Q4 | $18.6M | Buy |
|
|||||
|
2024
Q3 | $15.4M | Buy |
|
|||||
|
2024
Q2 | $13M | Buy |
|
|||||
|
2024
Q1 | $13.1M | Buy |
|
|||||
|
2023
Q4 | $3.94M | Sell |
|
|||||
|
2023
Q3 | $3.55M | Buy |
|
|||||
|
2023
Q2 | $1.69M | Sell |
|
|||||
|
2023
Q1 | $1.67M | Buy |
|
|||||
|
2022
Q4 | $1.62M | Sell |
|
|||||
|
2022
Q3 | $1.56M | Sell |
|
|||||
|
2022
Q2 | $1.68M | Sell |
|
|||||
|
2022
Q1 | $2.9M | Sell |
|
|||||
|
2021
Q4 | $3.38M | Sell |
|
|||||
|
2021
Q3 | $3.74M | Buy |
|
|||||
|
2021
Q2 | $3.78M | Buy |
|
|||||
|
2021
Q1 | $1.42M | Sell |
|
|||||
|
2020
Q4 | $3.04M | Sell |
|
|||||
|
2020
Q3 | $2.77M | Sell |
|
|||||
|
2020
Q2 | $2.75M | Buy |
|
|||||
|
2020
Q1 | $1.42M | Buy |
|