Sutton Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.23M | Buy |
|
|||||
|
2023
Q2 | $5.06M | Buy |
|
|||||
|
2023
Q1 | $4.59M | Buy |
|
|||||
|
2022
Q4 | $4.11M | Buy |
|
|||||
|
2022
Q3 | $3.4M | Buy |
|
|||||
|
2022
Q2 | $3.38M | Buy |
|
|||||
|
2022
Q1 | $3.43M | Buy |
|
|||||
|
2021
Q4 | $3.02M | Buy |
|
|||||
|
2021
Q3 | $2.73M | Sell |
|
|||||
|
2021
Q2 | $2.84M | Sell |
|
|||||
|
2021
Q1 | $2.77M | Buy |
|
|||||
|
2020
Q4 | $2.32M | Buy |
|
|||||
|
2020
Q3 | $1.77M | Buy |
|
|||||
|
2020
Q2 | $1.68M | Buy |
|
|||||
|
2020
Q1 | $1.36M | Sell |
|
|||||
|
2019
Q4 | $2.12M | Sell |
|
|||||
|
2019
Q3 | $1.98M | Sell |
|
|||||
|
2019
Q2 | $1.99M | Sell |
|
|||||
|
2019
Q1 | $2M | Buy |
|
|||||
|
2018
Q4 | $1.77M | Buy |
|
|||||
|
2018
Q3 | $1.73M | Buy |
|
|||||
|
2018
Q2 | $1.61M | Hold |
|
|||||
|
2018
Q1 | $1.49M | Hold |
|
|||||
|
2017
Q4 | $1.48M | Buy |
|
|||||
|
2017
Q3 | $1.4M | Sell |
|
|||||
|
2017
Q2 | $1.34M | Sell |
|
|||||
|
2017
Q1 | $1.33M | Hold |
|
|||||
|
2016
Q4 | $1.32M | Hold |
|
|||||
|
2016
Q3 | $1.19M | Sell |
|
|||||
|
2016
Q2 | $1.13M | Buy |
|
|||||
|
2016
Q1 | $1.08M | Buy |
|