Edmonds Duncan Registered Investment 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 | $1.13M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.06M | Hold |
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|
2023
Q4 | $1.04M | Buy |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $947K | Buy |
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|
2023
Q1 | $886K | Hold |
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|
2022
Q4 | $867K | Sell |
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|
2022
Q3 | $818K | Buy |
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|
2022
Q2 | $857K | Buy |
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|
2022
Q1 | $990K | Hold |
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|
2021
Q4 | $997K | Sell |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.12M | Sell |
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|
2021
Q1 | $1.31M | Hold |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $846K | Buy |
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|
2020
Q2 | $725K | Buy |
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|
2020
Q1 | $579K | Sell |
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|
2019
Q4 | $13.4M | Sell |
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|
2019
Q3 | $13.5M | Sell |
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|
2019
Q2 | $13.9M | Buy |
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|
2019
Q1 | $13.1M | Buy |
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|
2018
Q4 | $11.2M | Buy |
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|
2018
Q3 | $12.1M | Buy |
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|
2018
Q2 | $8.61M | Buy |
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|
2018
Q1 | $7.91M | Buy |
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|
2017
Q4 | $7.75M | Buy |
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|
2017
Q3 | $7.18M | Buy |
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|
2017
Q2 | $1.53M | Buy |
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|
2017
Q1 | $1.43M | Buy |
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|
2016
Q4 | $1.33M | Sell |
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|
2016
Q3 | $1.21M | Buy |
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|
2016
Q2 | $910K | Buy |
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|
2016
Q1 | $759K | Buy |
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|
2015
Q4 | $692K | Buy |
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