Householder Group Estate & Retirement Specialist’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
Q4 | $139K | Sell |
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|
2024
Q3 | $424K | Sell |
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|
2024
Q2 | $390K | Sell |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $378K | Buy |
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|
2023
Q1 | $400K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $273K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $272K | Sell |
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|
2021
Q4 | $303K | Buy |
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