White Lighthouse Investment Management’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 | $799K | Sell |
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|
2025
Q2 | $786K | Buy |
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|
2025
Q1 | $750K | Sell |
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|
2024
Q4 | $754K | Sell |
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|
2024
Q3 | $794K | Buy |
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|
2024
Q2 | $716K | Sell |
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|
2024
Q1 | $744K | Buy |
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|
2023
Q4 | $698K | Sell |
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|
2023
Q3 | $634K | Sell |
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|
2023
Q2 | $677K | Buy |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $679K | Buy |
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|
2022
Q3 | $567K | Sell |
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|
2022
Q2 | $648K | Hold |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $719K | Buy |
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|
2021
Q3 | $680K | Buy |
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|
2021
Q2 | $695K | Sell |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $692K | Sell |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q2 | $533K | Buy |
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|
2020
Q1 | $302K | Buy |
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