Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $46K | Sell |
|
|||||
|
2021
Q3 | $45K | Buy |
|
|||||
|
2021
Q2 | $38K | Sell |
|
|||||
|
2021
Q1 | $56K | Buy |
|
|||||
|
2020
Q4 | $18K | Hold |
|
|||||
|
2020
Q3 | $14K | Sell |
|
|||||
|
2020
Q2 | $19K | Sell |
|
|||||
|
2020
Q1 | $16K | Buy |
|
|||||
|
2019
Q4 | $18K | Sell |
|
|||||
|
2019
Q3 | $52K | Sell |
|
|||||
|
2019
Q2 | $127K | Sell |
|
|||||
|
2019
Q1 | $325K | Sell |
|
|||||
|
2018
Q4 | $304K | Sell |
|
|||||
|
2018
Q3 | $583K | Buy |
|
|||||
|
2018
Q2 | $50K | Hold |
|
|||||
|
2018
Q1 | $46K | Sell |
|
|||||
|
2017
Q4 | $59K | Sell |
|
|||||
|
2017
Q3 | $60K | Sell |
|
|||||
|
2017
Q2 | $59K | Sell |
|
|||||
|
2017
Q1 | $61K | Buy |
|
|||||
|
2016
Q4 | $46K | Sell |
|
|||||
|
2016
Q3 | $53K | Hold |
|
|||||
|
2016
Q2 | $50K | Sell |
|
|||||
|
2016
Q1 | $55K | Sell |
|
|||||
|
2015
Q4 | $63K | Hold |
|
|||||
|
2015
Q3 | $61K | Sell |
|
|||||
|
2015
Q2 | $84K | Buy |
|
|||||
|
2015
Q1 | $68K | Hold |
|
|||||
|
2014
Q4 | $66K | Hold |
|
|||||
|
2014
Q3 | $60K | Hold |
|
|||||
|
2014
Q2 | $65K | Buy |
|
|||||
|
2014
Q1 | $53K | Sell |
|
|||||
|
2013
Q4 | $62K | Buy |
|
|||||
|
2013
Q3 | $34K | Sell |
|
|||||
|
2013
Q2 | $32K | Buy |
|