Southern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.31M | Buy |
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|
2022
Q3 | $851K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $440K | Sell |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $364K | Sell |
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|
2021
Q2 | $407K | Sell |
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|
2021
Q1 | $449K | Buy |
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|
2020
Q4 | $369K | Sell |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | $278K | Buy |
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