ICA 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
2024
Q2
$215K Sell
2024
Q1
$4.48M Buy
2023
Q4
$915K Buy
2023
Q3
$775K Sell
2023
Q2
$923K Buy
2023
Q1
$487K Sell
2022
Q4
$1.14M Sell
2022
Q3
$1.21M Sell
2022
Q2
$1.53M Buy
2022
Q1
$551K Buy