Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $991K | Buy |
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|
2024
Q1 | $779K | Buy |
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|
2023
Q4 | $599K | Buy |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $681K | Sell |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.89M | Buy |
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|
2022
Q3 | $587K | Buy |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $453K | Sell |
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|
2021
Q4 | $727K | Buy |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $604K | Sell |
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|
2021
Q1 | $902K | Buy |
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|
2020
Q4 | $746K | Buy |
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