Brewin Dolphin 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
2022
Q2
$110K Hold
2022
Q1
$128K Buy
2021
Q4
$133K Hold
2021
Q3
$127K Hold
2021
Q2
$131K Buy
2020
Q4
Sell
2020
Q3
$49.2K Hold
2020
Q2
$47.8K Buy