55I LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $63.2M | Buy |
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|
2022
Q2 | $8.87M | Sell |
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|
2022
Q1 | $30.8M | Sell |
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|
2021
Q4 | $39.5M | Buy |
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|
2021
Q3 | $34.4M | Buy |
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|
2021
Q2 | $29.7M | Buy |
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|
2021
Q1 | $24.6M | Buy |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $19.8M | Buy |
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|
2020
Q2 | $9.79M | Buy |
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|
2020
Q1 | $638K | Buy |
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|
2019
Q4 | $237K | Buy |
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