Heron Financial Group’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
Q2 | $335K | Hold |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $334K | Hold |
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|
2022
Q3 | $307K | Buy |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $371K | Sell |
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|
2021
Q3 | $383K | Sell |
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|
2021
Q2 | $397K | Buy |
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|
2021
Q1 | $377K | Buy |
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|
2020
Q4 | $335K | Buy |
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|
2020
Q3 | $224K | Hold |
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|
2020
Q2 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $260K | Buy |
|