Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $425K | Sell |
|
|||||
|
2023
Q1 | $459K | Hold |
|
|||||
|
2022
Q4 | $449K | Sell |
|
|||||
|
2022
Q3 | $431K | Buy |
|
|||||
|
2022
Q2 | $386K | Hold |
|
|||||
|
2022
Q1 | $450K | Hold |
|
|||||
|
2021
Q4 | $478K | Hold |
|
|||||
|
2021
Q3 | $456K | Hold |
|
|||||
|
2021
Q2 | $472K | Hold |
|
|||||
|
2021
Q1 | $453K | Sell |
|
|||||
|
2020
Q4 | $424K | Buy |
|
|||||
|
2020
Q3 | $254K | Hold |
|
|||||
|
2020
Q2 | $247K | Buy |
|
|||||
|
2020
Q1 | $200K | Buy |
|
|||||
|
2019
Q4 | $39K | Sell |
|
|||||
|
2019
Q3 | $276K | Buy |
|
|||||
|
2019
Q2 | $235K | Hold |
|
|||||
|
2019
Q1 | $231K | Hold |
|
|||||
|
2018
Q4 | $208K | Hold |
|
|||||
|
2018
Q3 | $262K | Hold |
|
|||||
|
2018
Q2 | $250K | Hold |
|
|||||
|
2018
Q1 | $231K | Hold |
|
|||||
|
2017
Q4 | $230K | Hold |
|
|||||
|
2017
Q3 | $223K | Hold |
|
|||||
|
2017
Q2 | $210K | Hold |
|
|||||
|
2017
Q1 | $207K | Sell |
|
|||||
|
2016
Q4 | $253K | Hold |
|
|||||
|
2016
Q3 | $229K | Hold |
|
|||||
|
2016
Q2 | $214K | Hold |
|
|||||
|
2016
Q1 | $207K | Hold |
|
|||||
|
2015
Q4 | $203K | Buy |
|