Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $878K | Hold |
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|
2017
Q3 | $848K | Hold |
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|
2017
Q2 | $801K | Hold |
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|
2017
Q1 | $790K | Sell |
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|
2016
Q4 | $948K | Buy |
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|
2016
Q3 | $826K | Hold |
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|
2016
Q2 | $774K | Hold |
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|
2016
Q1 | $749K | Sell |
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|
2015
Q4 | $843K | Buy |
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|
2015
Q3 | $746K | Hold |
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|
2015
Q2 | $825K | Hold |
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|
2015
Q1 | $826K | Hold |
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|
2014
Q4 | $798K | Hold |
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|
2014
Q3 | $730K | Hold |
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|
2014
Q2 | $785K | Sell |
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|
2014
Q1 | $804K | Sell |
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|
2013
Q4 | $1.07M | Sell |
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|
2013
Q3 | $1.04M | Hold |
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|
2013
Q2 | $944K | Buy |
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