Winch Advisory Services’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 | $54.3K | Hold |
|
|||||
|
2025
Q1 | $51.9K | Hold |
|
|||||
|
2024
Q4 | $57.2K | Hold |
|
|||||
|
2024
Q3 | $58.1K | Hold |
|
|||||
|
2024
Q2 | $52.9K | Hold |
|
|||||
|
2024
Q1 | $54.9K | Hold |
|
|||||
|
2023
Q4 | $53.7K | Hold |
|
|||||
|
2023
Q3 | $47K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $263K | Hold |
|
|||||
|
2017
Q1 | $259K | Hold |
|
|||||
|
2016
Q4 | $258K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $1K | Buy |
|