New Potomac 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $569K | Sell |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $546K | Buy |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $487K | Buy |
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|
2022
Q4 | $466K | Buy |
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|
2022
Q3 | $415K | Buy |
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|
2022
Q2 | $436K | Buy |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $515K | Buy |
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|
2021
Q3 | $489K | Sell |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $465K | Buy |
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|
2020
Q4 | $386K | Buy |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q2 | $154K | Sell |
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|
2020
Q1 | $128K | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2019
Q3 | $183K | Buy |
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|
2019
Q2 | $178K | Hold |
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|
2019
Q1 | $176K | Hold |
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|
2018
Q4 | $158K | Buy |
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|
2018
Q3 | $178K | Sell |
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|
2018
Q2 | $182K | Buy |
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|
2018
Q1 | $138K | Sell |
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|
2017
Q4 | $138K | Buy |
|