Levy Wealth Management 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
Q2 | $540K | Sell |
|
|||||
|
2024
Q1 | $550K | Hold |
|
|||||
|
2023
Q4 | $550K | Sell |
|
|||||
|
2023
Q3 | $483K | Hold |
|
|||||
|
2023
Q2 | $510K | Buy |
|
|||||
|
2023
Q1 | $494K | Sell |
|
|||||
|
2022
Q4 | $490K | Sell |
|
|||||
|
2022
Q3 | $462K | Sell |
|
|||||
|
2022
Q2 | $542K | Sell |
|
|||||
|
2022
Q1 | $636K | Sell |
|
|||||
|
2021
Q4 | $785K | Sell |
|
|||||
|
2021
Q3 | $751K | Sell |
|
|||||
|
2021
Q2 | $784K | Buy |
|
|||||
|
2021
Q1 | $742K | Sell |
|
|||||
|
2020
Q4 | $3.55M | Buy |
|