Divergent Wealth Advisors’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 | $12.9M | Buy |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $13.5M | Buy |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $13.8M | Buy |
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|
2023
Q1 | $13M | Buy |
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|
2022
Q4 | $11.9M | Sell |
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|
2022
Q3 | $11M | Sell |
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|
2022
Q2 | $12.3M | Buy |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $10.4M | Sell |
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|
2021
Q3 | $11.7M | Buy |
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|
2021
Q2 | $8.97M | Buy |
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|
2021
Q1 | $8.52M | Sell |
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|
2020
Q4 | $8.89M | Sell |
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|
2020
Q3 | $8.56M | Sell |
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|
2020
Q2 | $24.3M | Sell |
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|
2020
Q1 | $35.2M | Buy |
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|
2019
Q4 | $16.2M | Sell |
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|
2019
Q3 | $19M | Buy |
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|
2019
Q2 | $14.6M | Sell |
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|
2019
Q1 | $16.6M | Sell |
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|
2018
Q4 | $19.2M | Buy |
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|
2018
Q3 | $16M | Sell |
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|
2018
Q2 | $20.6M | Buy |
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|
2018
Q1 | $18.6M | Buy |
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|
2017
Q4 | $14.4M | Buy |
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