Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $476K | Sell |
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2020
Q3 | $385K | Sell |
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|
2020
Q2 | $383K | Buy |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $493K | Sell |
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|
2019
Q3 | $573K | Sell |
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|
2019
Q2 | $622K | Sell |
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|
2019
Q1 | $679K | Sell |
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|
2018
Q4 | $705K | Sell |
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|
2018
Q3 | $961K | Sell |
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|
2018
Q2 | $919K | Sell |
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|
2018
Q1 | $875K | Sell |
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|
2017
Q4 | $909K | Sell |
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|
2017
Q3 | $922K | Buy |
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|
2017
Q2 | $853K | Buy |
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|
2017
Q1 | $831K | Sell |
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|
2016
Q4 | $1.06M | Sell |
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|
2016
Q3 | $1.27M | Sell |
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|
2016
Q2 | $1.38M | Buy |
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|
2016
Q1 | $1.25M | Buy |
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