JOYN 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
Q1
$205K Buy
2019
Q4
$284K Sell
2019
Q3
$270K Sell
2019
Q2
$368K Buy
2019
Q1
$284K Sell
2018
Q4
$334K Hold
2018
Q3
$420K Buy
2018
Q2
$359K Buy
2018
Q1
$269K Sell
2017
Q4
$393K Buy
2016
Q4
Sell
2016
Q3
$239K Buy
2014
Q2
Sell
2014
Q1
$27K Sell
2013
Q4
$486K Buy
2013
Q3
$20K Buy