Alterna 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $285K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $690K | Buy |
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|
2024
Q3 | $204K | Sell |
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|
2024
Q2 | $450K | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2M | Sell |
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|
2022
Q4 | $2.94M | Sell |
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|
2022
Q3 | $3.45M | Buy |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $6.88M | Buy |
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|
2021
Q4 | $4.41M | Buy |
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|
2020
Q4 | $2.63M | Buy |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $414K | Buy |
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|
2019
Q3 | $372K | Sell |
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|
2019
Q2 | $430K | Sell |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | $895K | Buy |
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