CIC 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
Q3
$4.07M Buy
2024
Q2
$3.7M Buy
2024
Q1
$3.83M Sell
2023
Q4
$3.81M Sell
2023
Q3
$3.38M Sell
2023
Q2
$3.57M Sell
2023
Q1
$3.51M Sell
2022
Q4
$3.48M Buy