Wescott Financial Advisory 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
Q2 | $4.25M | Buy |
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|
2025
Q1 | $3.99M | Sell |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $4.45M | Buy |
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|
2024
Q2 | $3.97M | Buy |
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|
2024
Q1 | $4.07M | Sell |
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|
2023
Q4 | $4.17M | Sell |
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|
2023
Q3 | $3.69M | Buy |
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|
2023
Q2 | $3.87M | Sell |
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|
2023
Q1 | $4M | Sell |
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|
2022
Q4 | $4.02M | Sell |
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|
2022
Q3 | $3.8M | Buy |
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|
2022
Q2 | $3.99M | Sell |
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|
2022
Q1 | $4.75M | Buy |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $961K | Buy |
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|
2021
Q2 | $928K | Buy |
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|
2021
Q1 | $752K | Buy |
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|
2020
Q4 | $596K | Buy |
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