Ashford Capital 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
2023
Q2
Sell
2023
Q1
$2.82M Sell
2022
Q4
$3M Buy
2022
Q3
$2.28M Buy
2021
Q3
Sell
2021
Q2
$601K Sell
2021
Q1
$696K Buy
2020
Q4
$441K Buy