Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $728K | Sell |
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|
2022
Q2 | $799K | Buy |
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|
2022
Q1 | $841K | Buy |
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|
2021
Q4 | $846K | Sell |
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|
2021
Q3 | $900K | Buy |
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|
2021
Q2 | $918K | Buy |
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|
2021
Q1 | $880K | Sell |
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|
2020
Q4 | $993K | Sell |
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|
2020
Q3 | $857K | Sell |
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|
2020
Q2 | $892K | Sell |
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|
2020
Q1 | $786K | Sell |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.21M | Buy |
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|
2018
Q4 | $972K | Hold |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $956K | Buy |
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|
2017
Q3 | $923K | Sell |
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|
2017
Q2 | $884K | Hold |
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|
2017
Q1 | $872K | Sell |
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|
2016
Q4 | $931K | Hold |
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|
2016
Q3 | $840K | Sell |
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|
2016
Q2 | $802K | Sell |
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|
2016
Q1 | $782K | Sell |
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|
2015
Q4 | $858K | Buy |
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|
2015
Q3 | $687K | Sell |
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|
2015
Q2 | $866K | Sell |
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|
2015
Q1 | $942K | Sell |
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|
2014
Q4 | $929K | Buy |
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|
2014
Q3 | $848K | Buy |
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|
2014
Q2 | $887K | Hold |
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|
2014
Q1 | $871K | Buy |
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|
2013
Q4 | $821K | Sell |
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|
2013
Q3 | $771K | Buy |
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|
2013
Q2 | $663K | Buy |
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