Elwood & Goetz Wealth Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$493 Million
Q3 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 59,851 shares of IJR stock, worth $7.05 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

59,851

Previous 60,965 1.83%

Holding current value

$7.05 Million

Previous $6.66 Million 6.75%

% of portfolio

1.44%

Previous 1.45%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$108.46 - $120.63 $120,824 - $134,381	-1,114 Reduced 1.83%	59,851 $7.11 Million
Q2 2025 Jul 17, 2025	BUY	$90.56 - $109.49 $222,053 - $268,469	2,452 Added 4.19%	60,965 $6.66 Million
Q1 2025 Apr 22, 2025	BUY	$102.49 - $119.96 $266,269 - $311,656	2,598 Added 4.65%	58,513 $6.12 Million
Q4 2024 Feb 03, 2025	SELL	$113.92 - $127.38 $50,466 - $56,429	-443 Reduced 0.79%	55,915 $6.44 Million
Q3 2024 Oct 23, 2024	SELL	$105.53 - $118.34 $94,765 - $106,269	-898 Reduced 1.57%	56,358 $6.59 Million
Q2 2024 Jul 30, 2024	SELL	$102.13 - $110.88 $77,925 - $84,601	-763 Reduced 1.32%	57,256 $6.11 Million
Q1 2024 Apr 22, 2024	SELL	$102.35 - $110.52 $137,456 - $148,428	-1,343 Reduced 2.26%	58,019 $6.41 Million
Q4 2023 Jan 18, 2024	SELL	$87.61 - $110.11 $215,082 - $270,320	-2,455 Reduced 3.97%	59,362 $6.43 Million
Q3 2023 Oct 19, 2023	SELL	$92.9 - $105.16 $417,121 - $472,168	-4,490 Reduced 6.77%	61,817 $5.83 Million
Q2 2023 Jul 28, 2023	SELL	$91.14 - $99.81 $378,868 - $414,910	-4,157 Reduced 5.9%	66,307 $6.61 Million
Q1 2023 Apr 19, 2023	SELL	$92.27 - $107.68 $15.4 Million - $17.9 Million	-166,517 Reduced 70.27%	70,464 $6.81 Million
Q4 2022 Jan 27, 2023	BUY	$89.09 - $102.13 $591,290 - $677,836	6,637 Added 2.88%	236,981 $22.4 Million
Q3 2022 Oct 28, 2022	BUY	$87.04 - $106.5 $506,485 - $619,723	5,819 Added 2.59%	230,344 $20.1 Million
Q2 2022 Aug 11, 2022	SELL	$89.03 - $109.02 $812,665 - $995,134	-9,128 Reduced 3.91%	224,525 $20.7 Million
Q1 2022 Apr 15, 2022	BUY	$102.32 - $116.69 $823,164 - $938,771	8,045 Added 3.57%	233,653 $25.2 Million
Q4 2021 Jan 14, 2022	BUY	$108.26 - $120.32 $1.19 Million - $1.32 Million	11,005 Added 5.13%	225,608 $25.8 Million
Q3 2021 Oct 18, 2021	BUY	$104.62 - $113.69 $1.63 Million - $1.77 Million	15,538 Added 7.81%	214,603 $23.4 Million
Q2 2021 Jul 15, 2021	BUY	$106.38 - $116.3 $692,640 - $757,229	6,511 Added 3.38%	199,065 $22.5 Million
Q1 2021 Apr 15, 2021	SELL	$91.04 - $115.01 $1.08 Million - $1.36 Million	-11,861 Reduced 5.8%	192,554 $20.9 Million
Q4 2020 Jan 22, 2021	SELL	$71.23 - $92.42 $591,209 - $767,086	-8,300 Reduced 3.9%	204,415 $18.8 Million
Q3 2020 Oct 13, 2020	BUY	$65.69 - $75.96 $415,949 - $480,978	6,332 Added 3.07%	212,715 $14.9 Million
Q2 2020 Jul 13, 2020	BUY	$50.99 - $75.55 $279,527 - $414,165	5,482 Added 2.73%	206,383 $14.1 Million
Q1 2020 Apr 30, 2020	BUY	$49.11 - $85.52 $1.23 Million - $2.14 Million	24,974 Added 14.2%	200,901 $11.3 Million
Q4 2019 Jan 14, 2020	BUY	$75.05 - $84.14 $1.16 Million - $1.3 Million	15,429 Added 9.61%	175,927 $14.8 Million
Q3 2019 Oct 11, 2019	BUY	$73.61 - $80.67 $973,639 - $1.07 Million	13,227 Added 8.98%	160,498 $12.5 Million
Q2 2019 Jul 08, 2019	BUY	$73.17 - $81.37 $659,773 - $733,713	9,017 Added 6.52%	147,271 $11.5 Million
Q1 2019 Apr 09, 2019	BUY	$68.34 - $81.18 $970,222 - $1.15 Million	14,197 Added 11.44%	138,254 $10.7 Million
Q4 2018 Feb 07, 2019	BUY	$65.14 - $85.94 $8.08 Million - $10.7 Million	124,057 New	124,057 $8.6 Million

Others Institutions Holding IJR

# of Institutions

2,861

Shares Held

542M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

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Elwood & Goetz Wealth Advisory Group, LLC Ishares Core S&P Sm Cap ETF Transaction History