West Branch Capital’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 | $59K | Sell |
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|
2025
Q1 | $72.2K | Sell |
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|
2024
Q4 | $102K | Hold |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $94.4K | Sell |
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|
2024
Q1 | $113K | Sell |
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|
2023
Q4 | $147K | Buy |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $147K | Buy |
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|
2023
Q1 | $142K | Sell |
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|
2022
Q4 | $167K | Buy |
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|
2022
Q3 | $154K | Buy |
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|
2022
Q2 | $163K | Buy |
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|
2022
Q1 | $190K | Sell |
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|
2021
Q4 | $203K | Sell |
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|
2021
Q3 | $210K | Buy |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $208K | Buy |
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