Personal 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
Q2 | – | Sell |
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|
2022
Q1 | $9.39M | Sell |
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|
2021
Q4 | $10.3M | Sell |
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|
2021
Q3 | $10.5M | Sell |
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|
2021
Q2 | $14.2M | Sell |
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|
2021
Q1 | $21M | Sell |
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|
2020
Q4 | $23.4M | Buy |
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|
2020
Q3 | $17.8M | Sell |
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|
2020
Q2 | $18.3M | Buy |
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|
2020
Q1 | $14.4M | Buy |
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|
2019
Q4 | $20.5M | Buy |
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|
2019
Q3 | $17.2M | Buy |
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|
2019
Q2 | $16.2M | Buy |
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|
2019
Q1 | $15.2M | Buy |
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