Baystate 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
Q4 | $1.75M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $883K | Sell |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.29M | Buy |
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|
2021
Q2 | $1.19M | Buy |
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|
2021
Q1 | $987K | Buy |
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|
2020
Q4 | $730K | Buy |
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|
2020
Q3 | $529K | Sell |
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|
2020
Q2 | $589K | Buy |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $109K | Sell |
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|
2019
Q3 | $171K | Buy |
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|
2019
Q2 | $158K | Buy |
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|
2019
Q1 | $113K | Buy |
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|
2018
Q4 | $33K | Sell |
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|
2018
Q3 | $91K | Buy |
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|
2018
Q2 | $43K | Buy |
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|
2018
Q1 | $21K | Buy |
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|
2017
Q4 | $9K | Hold |
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|
2017
Q3 | $8K | Hold |
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|
2017
Q2 | $8K | Hold |
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|
2017
Q1 | $7K | Buy |
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|
2016
Q4 | $8K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $5K | Buy |
|