O'Brien 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $318K | Sell |
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|
2021
Q4 | $426K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $67K | Buy |
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|
2018
Q2 | $63K | Hold |
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|
2018
Q1 | $58K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $240K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $469K | Buy |
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