Bogart Wealth LLC’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $434K | Buy |
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2025
Q1 | $200K | Buy |
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2024
Q4 | $216K | Buy |
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2024
Q3 | $210K | Buy |
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2024
Q2 | $186K | Sell |
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2024
Q1 | $203K | Buy |
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2023
Q4 | $140K | Sell |
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2023
Q3 | $145K | Sell |
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2023
Q2 | $165K | Sell |
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2023
Q1 | $163K | Buy |
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2022
Q4 | $98.2K | Sell |
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2022
Q3 | $155K | Buy |
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2022
Q2 | $152K | Sell |
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2022
Q1 | $27.2M | Buy |
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2021
Q4 | $28.3M | Buy |
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2021
Q3 | $26.2M | Buy |
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2021
Q2 | $26.4M | Buy |
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2021
Q1 | $15.2M | Buy |
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2020
Q4 | $15K | Buy |
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2020
Q3 | $9K | Buy |
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2019
Q1 | – | Sell |
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2018
Q4 | $2K | Hold |
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2018
Q3 | $3K | Sell |
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2018
Q2 | $4K | Hold |
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2018
Q1 | $4K | Sell |
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2017
Q4 | $61K | Sell |
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2017
Q3 | $84K | Buy |
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2017
Q2 | – | Sell |
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2017
Q1 | $7.51M | Sell |
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2016
Q4 | $11.6M | Buy |
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