R.W. Roge & Company’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 | $406K | Sell |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.39M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $3.04M | Buy |
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|
2021
Q2 | $3.01M | Sell |
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|
2021
Q1 | $2.99M | Buy |
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|
2020
Q4 | $2.01M | Sell |
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|
2020
Q3 | $1.74M | Sell |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $2.84M | Sell |
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|
2019
Q4 | $6.21M | Buy |
|