Williams Jones Wealth 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 | $553K | Sell |
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|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $691K | Sell |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $782K | Sell |
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|
2024
Q1 | $906K | Buy |
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|
2023
Q4 | $830K | Sell |
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|
2023
Q3 | $724K | Buy |
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|
2023
Q2 | $762K | Sell |
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|
2023
Q1 | $842K | Sell |
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|
2022
Q4 | $844K | Buy |
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|
2022
Q3 | $711K | Buy |
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|
2022
Q2 | $735K | Buy |
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|
2022
Q1 | $788K | Sell |
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|
2021
Q4 | $980K | Sell |
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|
2021
Q3 | $999K | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $927K | Buy |
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|
2020
Q4 | $780K | Buy |
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|
2020
Q3 | $580K | Sell |
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|
2020
Q2 | $935K | Buy |
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|
2020
Q1 | $714K | Sell |
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|
2019
Q4 | $1.15M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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