ACG Wealth’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 | $486K | Buy |
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|
2022
Q2 | $497K | Sell |
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|
2022
Q1 | $588K | Sell |
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|
2021
Q4 | $809K | Buy |
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|
2021
Q3 | $666K | Buy |
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|
2021
Q2 | $677K | Sell |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.68M | Sell |
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|
2019
Q3 | $2.28M | Sell |
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|
2019
Q2 | $2.66M | Buy |
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|
2019
Q1 | $1.79M | Buy |
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|
2018
Q4 | $1.42M | Sell |
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|
2018
Q3 | $1.9M | Buy |
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|
2018
Q2 | $1.56M | Buy |
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|
2018
Q1 | $1.25M | Sell |
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|
2017
Q4 | $1.37M | Buy |
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|
2017
Q3 | $1.27M | Buy |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $1.14M | Buy |
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|
2016
Q4 | $1.08M | Buy |
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|
2016
Q3 | $883K | Buy |
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|
2016
Q2 | $679K | Sell |
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|
2016
Q1 | $678K | Buy |
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|
2015
Q4 | $420K | Sell |
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|
2015
Q3 | $417K | Sell |
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|
2015
Q2 | $489K | Buy |
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|
2015
Q1 | $387K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $202K | Hold |
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|
2013
Q4 | $200K | Buy |
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