Gradient Investments’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 | – | Sell |
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|
2024
Q2 | $145K | Buy |
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|
2024
Q1 | $116K | Sell |
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|
2023
Q4 | $153K | Buy |
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|
2023
Q3 | $98K | Sell |
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|
2023
Q2 | $124K | Sell |
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|
2023
Q1 | $161K | Sell |
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|
2022
Q4 | $178K | Sell |
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|
2022
Q3 | $188K | Buy |
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|
2022
Q2 | $166K | Buy |
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|
2022
Q1 | $171K | Sell |
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|
2021
Q4 | $182K | Buy |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $154K | Sell |
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|
2021
Q1 | $158K | Sell |
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|
2020
Q4 | $124K | Hold |
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|
2020
Q3 | $124K | Buy |
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|
2020
Q2 | $82K | Buy |
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|
2020
Q1 | $65K | Sell |
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|
2019
Q4 | $122K | Buy |
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|
2019
Q3 | $40K | Sell |
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|
2019
Q2 | $105K | Buy |
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|
2019
Q1 | $29K | Sell |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $80K | Sell |
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|
2018
Q2 | $78K | Sell |
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|
2018
Q1 | $90K | Buy |
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|
2017
Q4 | $57K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $98K | Buy |
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|
2017
Q1 | $59K | Sell |
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|
2016
Q4 | $87K | Sell |
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|
2016
Q3 | $102K | Sell |
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|
2016
Q2 | $136K | Sell |
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|
2016
Q1 | $165K | Sell |
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|
2015
Q4 | $1.71M | Sell |
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|
2015
Q3 | $10.9M | Buy |
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|
2015
Q2 | $11.4M | Buy |
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|
2015
Q1 | $11.1M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $68K | Buy |
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|
2013
Q4 | $38K | Hold |
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|
2013
Q3 | $34K | Hold |
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|
2013
Q2 | $31K | Buy |
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