Fairhaven 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 | $15M | Sell |
|
|||||
|
2024
Q3 | $15.3M | Sell |
|
|||||
|
2024
Q2 | $14.2M | Buy |
|
|||||
|
2024
Q1 | $14.5M | Sell |
|
|||||
|
2023
Q4 | $16.1M | Sell |
|
|||||
|
2023
Q3 | $19.2M | Sell |
|
|||||
|
2023
Q2 | $20.4M | Buy |
|
|||||
|
2022
Q4 | $18.1M | Buy |
|
|||||
|
2022
Q3 | $16.6M | Sell |
|
|||||
|
2022
Q2 | $17.8M | Buy |
|
|||||
|
2022
Q1 | $20.3M | Buy |
|
|||||
|
2021
Q4 | $20.8M | Buy |
|
|||||
|
2021
Q3 | $19.4M | Buy |
|
|||||
|
2021
Q2 | $19.8M | Sell |
|
|||||
|
2021
Q1 | $19.5M | Sell |
|
|||||
|
2020
Q4 | $17M | Buy |
|
|||||
|
2020
Q3 | $12.7M | Buy |
|
|||||
|
2020
Q2 | $12.3M | Buy |
|
|||||
|
2020
Q1 | $9.21M | Buy |
|
|||||
|
2019
Q4 | $11.6M | Buy |
|
|||||
|
2019
Q3 | $10.6M | Buy |
|
|||||
|
2019
Q2 | $10.3M | Buy |
|
|||||
|
2019
Q1 | $9.53M | Buy |
|
|||||
|
2018
Q4 | $7.89M | Buy |
|