Regal Wealth Group’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
Q4 | $227K | Buy |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $283K | Sell |
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|
2021
Q4 | $314K | Buy |
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|
2021
Q3 | $298K | Buy |
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|
2021
Q2 | $308K | Sell |
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|
2021
Q1 | $314K | Sell |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $244K | Sell |
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|
2020
Q1 | $465K | Sell |
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|
2019
Q4 | $826K | Sell |
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|
2019
Q3 | $812K | Sell |
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|
2019
Q2 | $3.82M | Buy |
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|
2019
Q1 | $3.66M | Buy |
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|
2018
Q4 | $2.27M | Sell |
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|
2018
Q3 | $3.75M | Buy |
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|
2018
Q2 | $1.88M | Sell |
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|
2018
Q1 | $3.55M | Sell |
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|
2017
Q4 | $3.55M | Sell |
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|
2017
Q3 | $3.44M | Buy |
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|
2017
Q2 | $3.15M | Sell |
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|
2017
Q1 | $3.33M | Buy |
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|
2016
Q4 | $3.29M | Buy |
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|
2016
Q3 | $2.92M | Buy |
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|
2016
Q2 | $2.7M | Buy |
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|
2016
Q1 | $2.54M | Buy |
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|
2015
Q4 | $2.46M | Buy |
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