J.M. Forbes & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $15.3M | Buy |
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|
2021
Q4 | $16M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13.8M | Buy |
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|
2019
Q3 | $11.6M | Buy |
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|
2019
Q2 | $11.6M | Buy |
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|
2019
Q1 | $10.2M | Buy |
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|
2018
Q4 | $8.78M | Sell |
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|
2018
Q3 | $11.3M | Buy |
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|
2018
Q2 | $10.8M | Buy |
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|
2018
Q1 | $9.62M | Buy |
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|
2017
Q4 | $9.41M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10.9M | Sell |
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|
2015
Q3 | $10.6M | Sell |
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|
2015
Q2 | $11.8M | Buy |
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|
2015
Q1 | $7.38M | Sell |
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|
2014
Q4 | $7.26M | Buy |
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|
2014
Q3 | $6.64M | Sell |
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|
2014
Q2 | $7.18M | Buy |
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|
2014
Q1 | $7.01M | Sell |
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|
2013
Q4 | $7.03M | Buy |
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|
2013
Q3 | $6.37M | Buy |
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|
2013
Q2 | $5.68M | Buy |
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