Spearhead Capital 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
2022
Q3
$1.18M Sell
2022
Q2
$27.9M Sell
2022
Q1
$34.4M Sell
2021
Q4
$37.2M Buy
2021
Q3
$34.8M Buy
2021
Q2
$35.9M Buy
2021
Q1
$34.3M Sell
2020
Q4
$33M Buy
2020
Q3
$22.7M Buy
2020
Q2
$21.8M Buy
2020
Q1
$5.73M Sell
2019
Q4
$26.1M Buy
2019
Q3
$23.9M Buy
2019
Q2
$23.3M Sell
2019
Q1
$28.2M Buy
2018
Q4
$13.8M Sell
2018
Q3
$27M Buy
2018
Q2
$26.6M Buy
2018
Q1
$24.3M Buy
2017
Q4
$19.5M Buy