Balasa Dinverno & Foltz’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
Q3 | $1M | Hold |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.33M | Hold |
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|
2021
Q4 | $1.41M | Hold |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.76M | Sell |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $802K | Sell |
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|
2020
Q2 | $830K | Sell |
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|
2020
Q1 | $687K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $946K | Sell |
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|
2019
Q2 | $987K | Buy |
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|
2019
Q1 | $948K | Buy |
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|
2018
Q4 | $224K | Sell |
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|
2018
Q3 | $307K | Hold |
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|
2018
Q2 | $293K | Sell |
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|
2018
Q1 | $280K | Buy |
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|
2017
Q4 | $258K | Sell |
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|
2017
Q3 | $442K | Hold |
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|
2017
Q2 | $418K | Hold |
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|
2017
Q1 | $412K | Sell |
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|
2016
Q4 | $410K | Sell |
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|
2016
Q3 | $569K | Sell |
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|
2016
Q2 | $629K | Hold |
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|
2016
Q1 | $609K | Sell |
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|
2015
Q4 | $667K | Sell |
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|
2015
Q3 | $914K | Buy |
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