Lehman & Derafelo Financial Resources’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
2022
Q4
$1.64M Buy
2022
Q3
$1.47M Sell
2022
Q2
$1.57M Buy
2022
Q1
$1.83M Sell
2021
Q4
$1.97M Sell
2021
Q3
$1.91M Sell
2021
Q2
$2.09M Buy
2021
Q1
$2M Sell
2020
Q4
$1.87M Buy
2020
Q3
$1.4M Sell
2020
Q2
$1.51M Sell
2020
Q1
$1.32M Sell
2019
Q4
$2.16M Hold
2019
Q3
$2.01M Sell
2019
Q2
$2.05M Sell
2019
Q1
$2.04M Sell
2018
Q4
$1.86M Buy