Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $753K | Sell |
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|
2017
Q2 | $852K | Sell |
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|
2017
Q1 | $6.47M | Buy |
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|
2016
Q4 | $3.11M | Buy |
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|
2016
Q3 | $2.46M | Buy |
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|
2016
Q2 | $1.85M | Buy |
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|
2016
Q1 | $1.12M | Buy |
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|
2015
Q4 | $992K | Buy |
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|
2015
Q3 | $728K | Buy |
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|
2015
Q2 | $798K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $999K | Sell |
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|
2014
Q3 | $970K | Sell |
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|
2014
Q2 | $1.16M | Buy |
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|
2014
Q1 | $870K | Buy |
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|
2013
Q4 | $876K | Sell |
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|
2013
Q3 | $820K | Buy |
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|
2013
Q2 | $732K | Buy |
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