RE Dickinson Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $425K | Hold |
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|
2024
Q3 | $43.2K | Buy |
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|
2024
Q2 | $39K | Hold |
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|
2024
Q1 | $40K | Hold |
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|
2023
Q4 | $40K | Hold |
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|
2023
Q3 | $35K | Sell |
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|
2023
Q2 | $44K | Hold |
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|
2023
Q1 | $43K | Sell |
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|
2022
Q4 | $142K | Buy |
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|
2022
Q3 | $69K | Buy |
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|
2022
Q2 | $69 | Hold |
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|
2022
Q1 | $81K | Buy |
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|
2021
Q4 | $77K | Buy |
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