FinTrust Capital Advisors’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 | $13.2M | Sell |
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|
2024
Q2 | $12.1M | Sell |
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|
2024
Q1 | $12.6M | Sell |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $9.94M | Hold |
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|
2023
Q1 | $9.94M | Hold |
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|
2022
Q4 | $9.94M | Buy |
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|
2022
Q3 | $9.7M | Buy |
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|
2022
Q2 | $9.77M | Buy |
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|
2022
Q1 | $7.51M | Buy |
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|
2021
Q4 | $7.46M | Buy |
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|
2021
Q3 | $6.77M | Buy |
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|
2021
Q2 | $6.04M | Buy |
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|
2021
Q1 | $5.27M | Buy |
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|
2020
Q4 | $3.88M | Buy |
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|
2020
Q3 | $2.48K | Buy |
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|
2020
Q2 | $1.84M | Buy |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $819K | Sell |
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|
2019
Q3 | $808K | Sell |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.48M | Sell |
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|
2018
Q4 | $1.76M | Buy |
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