Lederer & Associates Investment Counsel’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
Q2 | – | Sell |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $262K | Hold |
|
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $300K | Hold |
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|
2021
Q4 | $318K | Hold |
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|
2021
Q3 | $304K | Hold |
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|
2021
Q2 | $314K | Hold |
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|
2021
Q1 | $302K | Hold |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Sell |
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|
2019
Q3 | $217K | Hold |
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|
2019
Q2 | $218K | Hold |
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|
2019
Q1 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $246K | Hold |
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|
2018
Q2 | $236K | Hold |
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|
2018
Q1 | $218K | Buy |
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|
2017
Q4 | $205K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $214K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $202K | Hold |
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|
2015
Q1 | $202K | Buy |
|