Curi 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
Q1 | – | Sell |
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|
2023
Q4 | $11M | Buy |
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|
2023
Q3 | $9.3M | Sell |
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|
2023
Q2 | $10.3M | Buy |
|
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|
2023
Q1 | $9.48M | Buy |
|
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|
2022
Q4 | $8.5M | Buy |
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|
2022
Q3 | $7.61M | Buy |
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|
2022
Q2 | $6.56M | Buy |
|
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|
2022
Q1 | $6.71M | Buy |
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|
2021
Q4 | $6.94M | Buy |
|
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|
2021
Q3 | $5.13M | Buy |
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|
2021
Q2 | $4.62M | Buy |
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|
2021
Q1 | $3.49M | Buy |
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|
2020
Q4 | $2.47M | Buy |
|