Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.28M | Buy |
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|
2024
Q2 | $2.86M | Buy |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.48M | Buy |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.28M | Sell |
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|
2023
Q1 | $2.23M | Sell |
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $2.29M | Sell |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.64M | Sell |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $2.7M | Sell |
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|
2020
Q4 | $2.5M | Sell |
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|
2020
Q3 | $2.35M | Sell |
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|
2020
Q2 | $2.31M | Buy |
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|
2020
Q1 | $1.86M | Sell |
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|
2019
Q4 | $5.36M | Buy |
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