BKS 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
2019
Q1
$593K Buy
2018
Q4
$528K Hold
2018
Q3
$664K Sell
2018
Q2
$644K Sell
2018
Q1
$604K Buy
2017
Q4
$594K Sell
2017
Q3
$588K Sell
2017
Q2
$566K Buy
2017
Q1
$553K Buy
2016
Q4
$521K Buy
2016
Q3
$402K Sell
2016
Q2
$384K Sell
2016
Q1
$373K Buy
2015
Q4
$354K Buy
2015
Q3
$326K Sell
2015
Q2
$367K Buy
2015
Q1
$358K Buy