LWS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $9.14M | Buy |
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|
2023
Q3 | $6.99M | Buy |
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|
2023
Q2 | $7.36M | Sell |
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|
2023
Q1 | $7.28M | Buy |
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|
2022
Q4 | $6.93M | Buy |
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|
2022
Q3 | $6.19M | Buy |
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|
2022
Q2 | $6.37M | Sell |
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|
2022
Q1 | $7.75M | Buy |
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|
2021
Q4 | $8.04M | Buy |
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|
2021
Q3 | $7.61M | Buy |
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|
2021
Q2 | $7.54M | Sell |
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|
2021
Q1 | $7.33M | Buy |
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|
2020
Q4 | $6.21M | Buy |
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|
2020
Q3 | $4.7M | Sell |
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|
2020
Q2 | $4.77M | Buy |
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|
2020
Q1 | $3.02M | Sell |
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|
2019
Q4 | $5.97M | Buy |
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