Willow Creek 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 | $611K | Hold |
|
|||||
|
2025
Q2 | $562K | Sell |
|
|||||
|
2025
Q1 | $607K | Sell |
|
|||||
|
2024
Q4 | $694K | Hold |
|
|||||
|
2024
Q3 | $705K | Hold |
|
|||||
|
2024
Q2 | $643K | Buy |
|
|||||
|
2024
Q1 | $593K | Hold |
|
|||||
|
2023
Q4 | $581K | Hold |
|
|||||
|
2023
Q3 | $506K | Hold |
|
|||||
|
2023
Q2 | $535K | Hold |
|
|||||
|
2023
Q1 | $519K | Sell |
|
|||||
|
2022
Q4 | $531K | Buy |
|
|||||
|
2022
Q3 | $465K | Hold |
|
|||||
|
2022
Q2 | $493K | Hold |
|
|||||
|
2022
Q1 | $575K | Sell |
|
|||||
|
2021
Q4 | $633K | Hold |
|
|||||
|
2021
Q3 | $604K | Hold |
|
|||||
|
2021
Q2 | $625K | Sell |
|
|||||
|
2021
Q1 | $629K | Sell |
|
|||||
|
2020
Q4 | $691K | Buy |
|
|||||
|
2020
Q3 | $516K | Buy |
|