Halpern Financial’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 | $12.3M | Buy |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $10.9M | Sell |
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|
2023
Q4 | $10.8M | Sell |
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|
2023
Q3 | $12.6M | Sell |
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|
2023
Q2 | $13.5M | Sell |
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|
2023
Q1 | $14.4M | Buy |
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|
2022
Q4 | $13.8M | Sell |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $13.6M | Buy |
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|
2022
Q1 | $13.5M | Buy |
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|
2021
Q4 | $10M | Buy |
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|
2021
Q3 | $9.13M | Buy |
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|
2021
Q2 | $8.73M | Sell |
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|
2021
Q1 | $8.96M | Sell |
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|
2020
Q4 | $7.86M | Sell |
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|
2020
Q3 | $6.19M | Buy |
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|
2020
Q2 | $5.53M | Sell |
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|
2020
Q1 | $4.89M | Sell |
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|
2019
Q4 | $10.3M | Buy |
|