Relative Value Partners 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
2024
Q2
Sell
2024
Q1
$8.59M Sell
2023
Q4
$8.95M Sell
2023
Q3
$13.4M Sell
2023
Q2
$16.7M Sell
2023
Q1
$16.3M Sell
2022
Q4
$16.8M Buy
2022
Q3
$13.7M Buy
2022
Q2
$12.7M Sell
2022
Q1
$17.8M Buy