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