Buckingham Strategic Wealth’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 | $6.96M | Sell |
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|
2024
Q1 | $7.4M | Buy |
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|
2023
Q4 | $6.96M | Sell |
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|
2023
Q3 | $6.59M | Buy |
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|
2023
Q2 | $6.85M | Buy |
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|
2023
Q1 | $6.07M | Hold |
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|
2022
Q4 | $6.07M | Sell |
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|
2022
Q3 | $5.91M | Buy |
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|
2022
Q2 | $5.94M | Buy |
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|
2022
Q1 | $5.11M | Buy |
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|
2021
Q4 | $4.52M | Sell |
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|
2021
Q3 | $4.42M | Buy |
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|
2021
Q2 | $4.4M | Sell |
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|
2021
Q1 | $4.53M | Buy |
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|
2020
Q4 | $3.48M | Sell |
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|
2020
Q3 | $2.67M | Sell |
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|
2020
Q2 | $2.67M | Sell |
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|
2020
Q1 | $2.49M | Sell |
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|
2019
Q4 | $4.24M | Sell |
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|
2019
Q3 | $3.95M | Sell |
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|
2019
Q2 | $4.37M | Sell |
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|
2019
Q1 | $6.08M | Buy |
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|
2018
Q4 | $3.54M | Buy |
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|
2018
Q3 | $1.79M | Sell |
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|
2018
Q2 | $1.95M | Buy |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $981K | Sell |
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|
2017
Q3 | $952K | Buy |
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|
2017
Q2 | $812K | Buy |
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|
2017
Q1 | $631K | Sell |
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|
2016
Q4 | $675K | Buy |
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|
2016
Q3 | $524K | Buy |
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|
2016
Q2 | $432K | Sell |
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|
2016
Q1 | $424K | Sell |
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|
2015
Q4 | $444K | Hold |
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|
2015
Q3 | $429K | Sell |
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|
2015
Q2 | $683K | Buy |
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|
2015
Q1 | $450K | Sell |
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|
2014
Q4 | $458K | Hold |
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|
2014
Q3 | $419K | Buy |
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|
2014
Q2 | $444K | Hold |
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|
2014
Q1 | $436K | Buy |
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|
2013
Q4 | $374K | Buy |
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