WFA of San Diego’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 | $810K | Buy |
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|
2024
Q3 | $855K | Buy |
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|
2024
Q2 | $767K | Buy |
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|
2023
Q3 | $603K | Sell |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $756K | Sell |
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|
2022
Q4 | $799K | Sell |
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|
2022
Q3 | $737K | Buy |
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|
2022
Q2 | $751K | Sell |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $1.2M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.08M | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $237K | Buy |
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