MYCIO Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $361K | Buy |
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|
2024
Q4 | $396K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.64M | Buy |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.38M | Buy |
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|
2019
Q1 | $1.27M | Buy |
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|
2018
Q4 | $1.11M | Buy |
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|
2018
Q3 | $1.32M | Buy |
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|
2018
Q2 | $892K | Buy |
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|
2018
Q1 | $374K | Buy |
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|
2017
Q4 | $277K | Buy |
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|
2017
Q3 | $266K | Buy |
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|
2017
Q2 | $223K | Hold |
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|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $233K | Buy |
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|
2016
Q3 | $202K | Buy |
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|
2016
Q2 | $177K | Buy |
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|
2016
Q1 | $161K | Sell |
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|
2015
Q4 | $233K | Buy |
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|
2015
Q3 | $208K | Buy |
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|
2015
Q2 | $141K | Sell |
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|
2015
Q1 | $143K | Buy |
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|
2014
Q4 | $137K | Buy |
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|
2014
Q3 | $125K | Buy |
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|
2014
Q2 | $134K | Sell |
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|
2014
Q1 | $177K | Buy |
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|
2013
Q4 | $137K | Buy |
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|
2013
Q3 | $125K | Buy |
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|
2013
Q2 | $113K | Buy |
|