AdvicePeriod’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
2021
Q2
$15.9M Buy
2021
Q1
$15M Sell
2020
Q4
$13.4M Sell
2020
Q3
$10.7M Buy
2020
Q2
$9.57M Buy
2020
Q1
$7.71M Buy
2019
Q4
$8.93M Sell
2019
Q3
$8.44M Sell
2019
Q2
$8.62M Buy
2019
Q1
$7.6M Buy
2018
Q4
$5.03M Buy
2018
Q3
$6.16M Buy
2018
Q2
$5.54M Buy
2018
Q1
$5.12M Buy
2017
Q4
$4.88M Buy