Independence Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2M | Sell |
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2020
Q3 | $1.54M | Hold |
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|
2020
Q2 | $1.5M | Sell |
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|
2020
Q1 | $2.25M | Sell |
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|
2019
Q4 | $3.39M | Sell |
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|
2019
Q3 | $3.31M | Sell |
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2019
Q2 | $3.48M | Buy |
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|
2019
Q1 | $3.29M | Sell |
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|
2018
Q4 | $4.39M | Buy |
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|
2018
Q3 | $5.45M | Sell |
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|
2018
Q2 | $5.52M | Sell |
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|
2018
Q1 | $5.56M | Sell |
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|
2017
Q4 | $5.61M | Buy |
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