SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $53.1M | Buy |
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|
2020
Q3 | $40.5M | Buy |
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|
2020
Q2 | $38.3M | Buy |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.6M | Sell |
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|
2019
Q2 | $1.63M | Sell |
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|
2019
Q1 | $1.63M | Sell |
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|
2018
Q4 | $1.48M | Buy |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.13M | Buy |
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|
2017
Q3 | $1.08M | Buy |
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|
2017
Q2 | $975K | Buy |
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|
2017
Q1 | $818K | Sell |
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|
2016
Q4 | $828K | Buy |
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|
2016
Q3 | $723K | Buy |
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|
2016
Q2 | $670K | Buy |
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|
2016
Q1 | $547K | Sell |
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|
2015
Q4 | $538K | Sell |
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|
2015
Q3 | $545K | Buy |
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|
2015
Q2 | $385K | Buy |
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|
2015
Q1 | $229K | Buy |
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