LBA 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
Q1 | $969K | Sell |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $635K | Buy |
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|
2016
Q2 | $584K | Buy |
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|
2016
Q1 | $470K | Buy |
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|
2015
Q4 | $240K | Buy |
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|
2015
Q3 | $195K | Buy |
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|
2015
Q2 | $209K | Sell |
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|
2015
Q1 | $218K | Hold |
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|
2014
Q4 | $211K | Buy |
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|
2014
Q3 | $193K | Hold |
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|
2014
Q2 | $207K | Hold |
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|
2014
Q1 | $204K | Sell |
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|
2013
Q4 | $219K | Buy |
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