Summit 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
Q1 | $7.19M | Sell |
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|
2023
Q4 | $7.26M | Buy |
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|
2023
Q3 | $6.32M | Sell |
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|
2023
Q2 | $6.69M | Buy |
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|
2023
Q1 | $6.43M | Buy |
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|
2022
Q4 | $6.29M | Sell |
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|
2022
Q3 | $6M | Buy |
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|
2022
Q2 | $6.28M | Sell |
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|
2022
Q1 | $7.42M | Sell |
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|
2021
Q4 | $8.48M | Buy |
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|
2021
Q3 | $7.83M | Sell |
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|
2021
Q2 | $8.17M | Sell |
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|
2021
Q1 | $7.97M | Sell |
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|
2020
Q4 | $6.87M | Sell |
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|
2020
Q3 | $5.46M | Sell |
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|
2020
Q2 | $5.39M | Sell |
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|
2020
Q1 | $4.46M | Sell |
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|
2019
Q4 | $6.68M | Buy |
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|
2019
Q3 | $6.17M | Buy |
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|
2019
Q2 | $6.06M | Buy |
|