9258 Wealth Management’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
Q3 | $2.21M | Sell |
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|
2024
Q2 | $2.22M | Sell |
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|
2024
Q1 | $2.32M | Buy |
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|
2023
Q4 | $2.25M | Sell |
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|
2023
Q3 | $2.03M | Buy |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.1M | Buy |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $2.23M | Sell |
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|
2022
Q1 | $2.72M | Sell |
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|
2021
Q4 | $2.98M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $1.91M | Buy |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.56M | Sell |
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|
2020
Q1 | $1.47M | Sell |
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|
2019
Q4 | $2.42M | Buy |
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|
2019
Q3 | $1.81M | Sell |
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|
2019
Q2 | $1.88M | Buy |
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|
2019
Q1 | $1.82M | Buy |
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|
2018
Q4 | $1.56M | Buy |
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