WMG Financial Advisors’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 | $579K | Hold |
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|
2025
Q2 | $532K | Buy |
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|
2025
Q1 | $503K | Hold |
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|
2024
Q4 | $554K | Hold |
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|
2024
Q3 | $562K | Hold |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $533K | Hold |
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|
2023
Q4 | $522K | Hold |
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|
2023
Q3 | $455K | Hold |
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|
2023
Q2 | $480K | Buy |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $467K | Sell |
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|
2022
Q1 | $557K | Buy |
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|
2021
Q4 | $584K | Buy |
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