AmeriServ Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $207K | Sell |
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|
2018
Q3 | $7.2M | Sell |
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|
2018
Q2 | $7.03M | Buy |
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|
2018
Q1 | $2.79M | Sell |
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|
2017
Q4 | $2.84M | Buy |
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|
2017
Q1 | $3.97M | Sell |
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|
2016
Q4 | $4.23M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $6K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $222K | Hold |
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|
2013
Q3 | $203K | Buy |
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