Security National Trust’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
Q3 | $1.14M | Hold |
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|
2021
Q2 | $1.14M | Sell |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.05M | Hold |
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|
2020
Q3 | $804K | Hold |
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|
2020
Q2 | $782K | Sell |
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|
2020
Q1 | $643K | Buy |
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|
2019
Q4 | $782K | Buy |
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|
2019
Q3 | $719K | Sell |
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|
2019
Q2 | $724K | Sell |
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|
2019
Q1 | $717K | Buy |
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|
2018
Q4 | $552K | Sell |
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|
2018
Q3 | $781K | Hold |
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|
2018
Q2 | $748K | Sell |
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|
2018
Q1 | $700K | Buy |
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|
2017
Q4 | $692K | Hold |
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|
2017
Q3 | $669K | Sell |
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|
2017
Q2 | $657K | Buy |
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|
2017
Q1 | $627K | Sell |
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|
2016
Q4 | $640K | Buy |
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|
2016
Q3 | $562K | Buy |
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|
2016
Q2 | $511K | Buy |
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|
2016
Q1 | $493K | Hold |
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|
2015
Q4 | $483K | Sell |
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|
2015
Q3 | $487K | Buy |
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|
2015
Q2 | $522K | Hold |
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|
2015
Q1 | $523K | Hold |
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|
2014
Q4 | $505K | Hold |
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|
2014
Q3 | $462K | Buy |
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|
2014
Q2 | $335K | Hold |
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|
2014
Q1 | $330K | Hold |
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|
2013
Q4 | $327K | Sell |
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|
2013
Q3 | $356K | Sell |
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|
2013
Q2 | $326K | Buy |
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