Platte River Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $241K | Hold |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $217K | Sell |
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|
2022
Q1 | $602K | Sell |
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|
2021
Q4 | $815K | Buy |
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|
2021
Q3 | $759K | Hold |
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|
2021
Q2 | $786K | Buy |
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|
2021
Q1 | $710K | Buy |
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|
2020
Q4 | $560K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $828K | Buy |
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|
2019
Q4 | $3.01M | Buy |
|