Ropes Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8.92M | Sell |
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|
2023
Q2 | $9.64M | Buy |
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|
2023
Q1 | $9.3M | Sell |
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|
2022
Q4 | $9.17M | Sell |
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|
2022
Q3 | $8.64M | Buy |
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|
2022
Q2 | $9.07M | Hold |
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|
2022
Q1 | $10.6M | Buy |
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|
2021
Q4 | $11.2M | Hold |
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|
2021
Q3 | $10.7M | Sell |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $8.75M | Buy |
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|
2020
Q3 | $647K | Sell |
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|
2020
Q2 | $639K | Sell |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $1.01M | Sell |
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|
2019
Q3 | $981K | Buy |
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|
2019
Q2 | $690K | Sell |
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|
2019
Q1 | $722K | Buy |
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|
2018
Q4 | $632K | Hold |
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|
2018
Q3 | $796K | Sell |
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|
2018
Q2 | $811K | Buy |
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|
2018
Q1 | $472K | Sell |
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|
2017
Q4 | $484K | Sell |
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|
2017
Q3 | $488K | Hold |
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|
2017
Q2 | $461K | Hold |
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|
2017
Q1 | $454K | Sell |
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|
2016
Q4 | $486K | Buy |
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|
2016
Q3 | $338K | Hold |
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|
2016
Q2 | $317K | Sell |
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|
2016
Q1 | $412K | Hold |
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|
2015
Q4 | $403K | Hold |
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|
2015
Q3 | $390K | Sell |
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|
2015
Q2 | $541K | Buy |
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|
2015
Q1 | $497K | Buy |
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