Bromfield Sneider 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
Q1
$54.6K Hold
2023
Q4
$53.5K Buy
2023
Q3
$46.4K Hold
2023
Q2
$49.1K Buy
2023
Q1
$47.5K Buy
2022
Q4
$46.4K Buy
2022
Q3
$43K Hold
2022
Q2
$45K Buy
2022
Q1
$52K Buy