Heritage Way 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
2021
Q4
$7.3M Buy
2021
Q3
$6.05M Buy
2021
Q2
$5.86M Buy
2021
Q1
$5.34M Sell
2020
Q4
$4.65M Buy
2020
Q3
$2.82M Buy
2020
Q2
$2.7M Buy
2020
Q1
$1.85M Buy
2019
Q4
$2.43M Buy
2019
Q3
$2.07M Buy
2019
Q2
$1.94M Buy
2019
Q1
$1.9M Buy
2018
Q4
$1.59M Buy
2018
Q3
$1.86M Sell
2018
Q2
$1.95M Buy
2018
Q1
$1.69M Buy
2017
Q4
$1.69M Sell
2017
Q3
$1.63M Buy
2017
Q2
$1.5M Buy
2017
Q1
$940K Buy
2016
Q4
$884K Buy