Sequoia Wealth Management’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
2019
Q4
$225K Sell
2019
Q3
$801K Buy
2019
Q2
$635K Sell
2019
Q1
$2.66M Buy
2018
Q4
$691K Sell
2018
Q3
$2.98M Buy
2018
Q2
$345K Sell
2018
Q1
$301K Sell
2017
Q4
$2.93M Buy