Emerson Investment 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
2016
Q1
$641K Hold
2015
Q4
$627K Sell
2015
Q3
$638K Sell
2015
Q2
$731K Hold
2015
Q1
$732K Sell
2014
Q4
$711K Sell
2014
Q3
$706K Sell
2014
Q2
$811K Sell
2014
Q1
$1.05M Sell
2013
Q4
$1.05M Sell
2013
Q3
$972K Hold
2013
Q2
$880K Buy