Corepath Wealth Partners’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
Q1 | – | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $216K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $203K | Sell |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $224K | Sell |
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|
2020
Q4 | $216K | Buy |
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