Westmount Partners’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 | $3.1M | Buy |
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|
2025
Q2 | $2.84M | Buy |
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|
2025
Q1 | $942K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $956K | Sell |
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|
2023
Q3 | $842K | Buy |
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|
2023
Q2 | $756K | Buy |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $685K | Buy |
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