Engrave Wealth Partners’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
2023
Q4
$2.03M Buy
2023
Q3
$1.55M Buy
2023
Q2
$1.43M Sell
2023
Q1
$1.33M Buy
2022
Q4
$630K Buy
2022
Q3
$436K Buy
2022
Q2
$455K Buy
2022
Q1
$409K Buy
2020
Q2
Sell
2020
Q1
$0 Buy