Icon Wealth Partners’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
Q3 | $129K | Sell |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $8.86M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $8.49M | Buy |
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|
2020
Q4 | $4.24M | Sell |
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|
2020
Q3 | $6.37M | Buy |
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|
2020
Q2 | $5.82M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.41M | Buy |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $2.29M | Buy |
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|
2018
Q4 | $1.71M | Buy |
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|
2018
Q3 | $1.56M | Buy |
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|
2018
Q2 | $1.44M | Buy |
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|
2018
Q1 | $1.3M | Buy |
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|
2017
Q4 | $556K | Buy |
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