Soundmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.53M | Sell |
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $2.2M | Buy |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $2.2M | Buy |
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|
2022
Q4 | $2.14M | Sell |
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|
2022
Q3 | $2M | Sell |
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|
2022
Q2 | $2.15M | Sell |
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|
2022
Q1 | $2.51M | Sell |
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|
2021
Q4 | $2.87M | Sell |
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|
2021
Q3 | $4.92M | Hold |
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|
2021
Q2 | $5.07M | Sell |
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|
2021
Q1 | $4.9M | Hold |
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|
2020
Q4 | $4.15M | Buy |
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