Burleson & Co’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
Q4 | – | Sell |
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|
2022
Q3 | $58K | Sell |
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|
2022
Q2 | $70K | Sell |
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|
2022
Q1 | $128K | Sell |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $304K | Sell |
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|
2021
Q2 | $375K | Sell |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $1.18M | Sell |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $1.16M | Sell |
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|
2020
Q1 | $1.02M | Buy |
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|
2019
Q4 | $1.13M | Buy |
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