MorganRosel 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
Q2 | – | Sell |
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|
2023
Q1 | $4.85M | Buy |
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|
2022
Q4 | $2.61M | Buy |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $2.82M | Buy |
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|
2022
Q1 | $3.24M | Sell |
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|
2021
Q4 | $5.51M | Buy |
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|
2021
Q3 | $5.16M | Buy |
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|
2021
Q2 | $5.1M | Buy |
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|
2021
Q1 | $4.5M | Buy |
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|
2020
Q4 | $3.15M | Buy |
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|
2020
Q3 | $2.38M | Buy |
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|
2020
Q2 | $2.21M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.34M | Sell |
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|
2019
Q3 | $4.05M | Buy |
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|
2019
Q2 | $2.1M | Buy |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $1.86M | Buy |
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