MinichMacGregor 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
Q1 | – | Sell |
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|
2022
Q4 | $85.7K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.57M | Sell |
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|
2022
Q1 | $8.41M | Sell |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $9.86M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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|
2021
Q1 | $9.33M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4.97M | Buy |
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|
2019
Q1 | $1.84M | Sell |
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|
2018
Q4 | $7.08M | Buy |
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|
2018
Q3 | $6.37M | Buy |
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|
2018
Q2 | $5.69M | Buy |
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|
2018
Q1 | $5.01M | Buy |
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|
2017
Q4 | $4.91M | Buy |
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|
2017
Q3 | $3.57M | Buy |
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|
2017
Q2 | $3.19M | Buy |
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|
2017
Q1 | $3.09M | Buy |
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|
2016
Q4 | $3.04M | Buy |
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|
2016
Q3 | $1.15M | Buy |
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|
2016
Q2 | $1M | Sell |
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|
2016
Q1 | $975K | Sell |
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|
2015
Q4 | $3.5M | Buy |
|