Madison Wealth Management’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
Q3 | $269K | Hold |
|
|||||
|
2023
Q2 | $284K | Sell |
|
|||||
|
2023
Q1 | $286K | Sell |
|
|||||
|
2022
Q4 | $292K | Sell |
|
|||||
|
2022
Q3 | $346K | Buy |
|
|||||
|
2022
Q2 | $355K | Buy |
|
|||||
|
2022
Q1 | $414K | Buy |
|
|||||
|
2021
Q4 | $436K | Buy |
|
|||||
|
2021
Q3 | $415K | Buy |
|
|||||
|
2021
Q2 | $337K | Buy |
|
|||||
|
2021
Q1 | $318K | Sell |
|
|||||
|
2020
Q4 | $276K | Buy |
|