Altium 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
2022
Q2
$30.9M Sell
2022
Q1
$37.2M Buy
2021
Q4
$33.4M Buy
2021
Q3
$30.5M Buy
2021
Q2
$29.5M Buy
2021
Q1
$26.4M Sell
2020
Q4
$22.8M Buy
2020
Q3
$16.6M Buy
2020
Q2
$15.7M Buy
2020
Q1
$11.9M Sell
2019
Q4
$19.4M Buy
2019
Q3
$16.8M Buy
2019
Q2
$14.9M Buy
2019
Q1
$11.8M Buy
2018
Q4
$9.23M Sell
2018
Q3
$12M Buy
2018
Q2
$8.98M Buy
2018
Q1
$7.59M Buy
2017
Q4
$6.52M Buy