Andesa Financial 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
2020
Q2
Sell
2020
Q1
$700K Buy
2019
Q4
$856K Buy
2019
Q3
$768K Buy
2019
Q2
$774K Sell
2019
Q1
$794K Buy
2018
Q4
$509K Sell
2018
Q3
$1.06M Buy
2018
Q2
$606K Sell
2018
Q1
$594K Buy
2017
Q4
$506K Buy