Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $475K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $317K | Buy |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $272K | Buy |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $329K | Buy |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $1.34M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.9M | Buy |
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|
2019
Q4 | $2.85M | Buy |
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