Kowal Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.44M | Sell |
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|
2024
Q2 | $2.3M | Sell |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $2.4M | Sell |
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|
2023
Q3 | $2.41M | Sell |
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|
2023
Q2 | $2.74M | Sell |
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|
2023
Q1 | $4.41M | Sell |
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|
2022
Q4 | $11.5M | Sell |
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|
2022
Q3 | $23.5M | Sell |
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|
2022
Q2 | $26.5M | Buy |
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|
2022
Q1 | $30.5M | Buy |
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|
2021
Q4 | $31.3M | Buy |
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|
2021
Q3 | $26.1M | Buy |
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|
2021
Q2 | $22.6M | Buy |
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|
2021
Q1 | $17.2M | Sell |
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|
2020
Q4 | $15.9M | Buy |
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