WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $431K | Sell |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $515K | Sell |
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|
2023
Q3 | $571K | Sell |
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|
2023
Q2 | $604K | Buy |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $402K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $399K | Sell |
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|
2022
Q1 | $563K | Buy |
|