Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $542K | Sell |
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|
2022
Q2 | $611K | Buy |
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|
2022
Q1 | $487K | Buy |
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|
2021
Q4 | $427K | Buy |
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|
2021
Q3 | $364K | Buy |
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|
2021
Q2 | $356K | Buy |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $266K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $271K | Sell |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $245K | Sell |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $314K | Buy |
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|
2018
Q2 | $251K | Sell |
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|
2018
Q1 | $241K | Sell |
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|
2017
Q4 | $247K | Buy |
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|
2017
Q3 | $226K | Sell |
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|
2017
Q2 | $224K | Buy |
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