Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.54K | Sell |
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|
2022
Q4 | $1.61M | Sell |
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|
2022
Q3 | $1.58M | Buy |
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|
2022
Q2 | $14K | Sell |
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|
2022
Q1 | $2.75M | Sell |
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|
2021
Q4 | $2.77M | Sell |
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|
2021
Q3 | $3.02M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.84M | Buy |
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|
2020
Q2 | $1.43M | Buy |
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|
2020
Q1 | $4K | Hold |
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|
2019
Q4 | $6K | Sell |
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|
2019
Q3 | $245K | Buy |
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|
2019
Q2 | $221K | Sell |
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|
2019
Q1 | $262K | Sell |
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|
2018
Q4 | $940K | Buy |
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