New Legacy Group’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
$566K Hold
2023
Q2
$598K Hold
2023
Q1
$580K Hold
2022
Q4
$568K Hold
2022
Q3
$523K Hold
2022
Q2
$554K Hold
2022
Q1
$647K Hold
2021
Q4
$687K Buy