LifePlan Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.92M | Buy |
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|
2020
Q2 | $2.77M | Buy |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $572K | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.14M | Sell |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $343K | Buy |
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|
2018
Q3 | $340K | Sell |
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|
2018
Q2 | $328K | Hold |
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|
2018
Q1 | $303K | Buy |
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|
2017
Q4 | $235K | Hold |
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|
2017
Q3 | $235K | Sell |
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|
2017
Q2 | $253K | Hold |
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|
2017
Q1 | $250K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $206K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $153K | Buy |
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|
2013
Q4 | $147K | Hold |
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|
2013
Q3 | $134K | Buy |
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|
2013
Q2 | $6K | Buy |
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