Norwood Financial’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
Q1
$203K Hold
2023
Q4
$199K Sell
2023
Q3
$174K Hold
2023
Q2
$184K Sell
2023
Q1
$180K Sell
2022
Q4
$198K Sell
2022
Q3
$190K Sell
2022
Q2
$206K Hold
2022
Q1
$240K Sell
2021
Q4
$299K Buy