Executive 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
Q4 | $21.4M | Buy |
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|
2024
Q3 | $21.7M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $19.7M | Sell |
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|
2023
Q4 | $20.7M | Buy |
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|
2023
Q3 | $17.2M | Buy |
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|
2023
Q2 | $17.6M | Buy |
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|
2023
Q1 | $16.6M | Sell |
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|
2022
Q4 | $17.1M | Buy |
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|
2022
Q3 | $20.4K | Sell |
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|
2022
Q2 | $11.3M | Sell |
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|
2022
Q1 | $16.3M | Sell |
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|
2021
Q4 | $17.8M | Buy |
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|
2021
Q3 | $16.6M | Buy |
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|
2021
Q2 | $16.6M | Sell |
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|
2021
Q1 | $16.6M | Sell |
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|
2020
Q4 | $19.2M | Sell |
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|
2020
Q3 | $15.3M | Buy |
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|
2020
Q2 | $13.9M | Buy |
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|
2020
Q1 | $652K | Sell |
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|
2019
Q4 | $33.6M | Buy |
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|
2019
Q3 | $2.06M | Sell |
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|
2019
Q2 | $2.36M | Sell |
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|
2019
Q1 | $13.1M | Buy |
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|
2018
Q4 | $10.9M | Buy |
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