Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $746K | Sell |
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|
2024
Q3 | $798K | Sell |
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|
2024
Q2 | $743K | Sell |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $778K | Buy |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $452K | Sell |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $564K | Buy |
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|
2021
Q4 | $572K | Buy |
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