AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.3M | Hold |
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|
2023
Q1 | $1.26M | Buy |
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|
2022
Q4 | $610K | Buy |
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|
2022
Q3 | $558K | Hold |
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|
2022
Q2 | $591K | Hold |
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|
2022
Q1 | $690K | Hold |
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|
2021
Q4 | $733K | Hold |
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|
2021
Q3 | $699K | Sell |
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|
2021
Q2 | $753K | Buy |
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|
2021
Q1 | $694K | Hold |
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|
2020
Q4 | $588K | Hold |
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|
2020
Q3 | $449K | Hold |
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|
2020
Q2 | $437K | Hold |
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|
2020
Q1 | $359K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $230K | Hold |
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|
2018
Q2 | $220K | Hold |
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|
2018
Q1 | $203K | Hold |
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|
2017
Q4 | $202K | Buy |
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