Sowa Financial Group’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 | $1.12M | Hold |
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|
2023
Q4 | $1.12M | Sell |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.23M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $746K | Buy |
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|
2020
Q4 | $397K | Buy |
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|
2020
Q3 | $139K | Buy |
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|
2020
Q2 | $134K | Buy |
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|
2020
Q1 | $110K | Sell |
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|
2019
Q4 | $471K | Buy |
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