Gratus Capital’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
Q2 | $448K | Buy |
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|
2024
Q1 | $331K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $279K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $286K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $299K | Buy |
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