Mountain Capital Investment 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
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $4.5M | Sell |
|
|||||
|
2022
Q4 | $8.38M | Sell |
|
|||||
|
2022
Q3 | $8.29M | Buy |
|
|||||
|
2022
Q2 | $7.4M | Sell |
|
|||||
|
2022
Q1 | $9.74M | Buy |
|
|||||
|
2021
Q4 | $1.96M | Sell |
|
|||||
|
2021
Q3 | $2.35M | Sell |
|
|||||
|
2021
Q2 | $2.49M | Buy |
|
|||||
|
2021
Q1 | $2.47M | Buy |
|
|||||
|
2020
Q4 | $942K | Sell |
|
|||||
|
2020
Q3 | $770K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $398K | Buy |
|
|||||
|
2019
Q2 | $355K | Buy |
|
|||||
|
2019
Q1 | $284K | Buy |
|
|||||
|
2018
Q4 | $250K | Buy |
|
|||||
|
2018
Q3 | $225K | Sell |
|
|||||
|
2018
Q2 | $274K | Buy |
|
|||||
|
2017
Q4 | – | Sell |
|
|||||
|
2017
Q3 | $96K | Buy |
|
|||||
|
2017
Q2 | $12K | Buy |
|