Jacobus 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $11.2M | Buy |
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|
2017
Q2 | $10.1M | Buy |
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|
2017
Q1 | $9.88M | Buy |
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|
2016
Q4 | $9.42M | Buy |
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|
2016
Q3 | $7.99M | Buy |
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|
2016
Q2 | $7.18M | Buy |
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|
2016
Q1 | $6.51M | Sell |
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|
2015
Q4 | $6.46M | Sell |
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|
2015
Q3 | $7.37M | Buy |
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|
2015
Q2 | $7.39M | Buy |
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|
2015
Q1 | $6.99M | Sell |
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|
2014
Q4 | $7.04M | Sell |
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|
2014
Q3 | $6.45M | Sell |
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|
2014
Q2 | $7.05M | Sell |
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|
2014
Q1 | $7.14M | Buy |
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|
2013
Q4 | $6.82M | Buy |
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|
2013
Q3 | $6.2M | Buy |
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|
2013
Q2 | $5.4M | Buy |
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