WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $43.1M | Sell |
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|
2024
Q3 | $45.6M | Sell |
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|
2024
Q2 | $47.1M | Buy |
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|
2024
Q1 | $46.2M | Buy |
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|
2023
Q4 | $42M | Buy |
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|
2023
Q3 | $36.4M | Buy |
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|
2023
Q2 | $35.1M | Buy |
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|
2023
Q1 | $31.2M | Buy |
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|
2022
Q4 | $25.5M | Buy |
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|
2022
Q3 | $19.2M | Buy |
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|
2022
Q2 | $11.6M | Buy |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $234K | Buy |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $263K | Sell |
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|
2018
Q1 | $249K | Hold |
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|
2017
Q4 | $248K | Sell |
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|
2017
Q3 | $264K | Hold |
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|
2017
Q2 | $249K | Sell |
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|
2017
Q1 | $265K | Buy |
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