Daniels + Tansey’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
2023
Q3
$3.88M Sell
2023
Q2
$19.1M Buy
2023
Q1
$18.5M Buy
2022
Q4
$18M Sell
2022
Q3
$16.7M Sell
2022
Q2
$17.9M Buy
2022
Q1
$20.7M Buy
2021
Q4
$21.2M Buy
2021
Q3
$19.7M Buy
2021
Q2
$18.8M Buy
2021
Q1
$17.8M Sell
2020
Q4
$18.6M Buy
2020
Q3
$3.43M Buy