Willner & Heller’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 | $443K | Sell |
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|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $504K | Sell |
|
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|
2024
Q2 | $459K | Buy |
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|
2024
Q1 | $474K | Buy |
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|
2023
Q4 | $462K | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $353K | Buy |
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|
2022
Q2 | $370K | Sell |
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|
2022
Q1 | $536K | Sell |
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|
2021
Q4 | $588K | Buy |
|