Peninsula Wealth’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
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $1.43M | Sell |
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|
2023
Q4 | $1.44M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.1M | Sell |
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|
2022
Q2 | $1.19M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.47M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.43M | Sell |
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|
2021
Q1 | $1.38M | Buy |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $527K | Buy |
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|
2020
Q2 | $511K | Buy |
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