Emerson Wealth’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
Q2
$3.12M Buy
2022
Q1
$2.64M Buy
2021
Q4
$1.62M Hold
2021
Q3
$1.55M Hold
2021
Q2
$1.6M Sell
2021
Q1
$1.55M Sell
2020
Q4
$1.35M Hold
2020
Q3
$1.03M Hold
2020
Q2
$1M Sell
2020
Q1
$1.02M Buy