Harvest Group 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
2023
Q1
$3.8M Buy
2022
Q4
$2.57M Sell
2022
Q3
$2.52M Sell
2022
Q2
$2.8M Buy
2022
Q1
$2.84M Buy
2020
Q2
Sell
2020
Q1
$2K Hold
2019
Q4
$3K Hold
2019
Q3
$4K Sell
2019
Q2
$6K Buy