Sweet Financial Partners’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
Q3 | $1.74M | Buy |
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|
2024
Q2 | $1.57M | Hold |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.61M | Buy |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.5M | Sell |
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|
2023
Q1 | $2.66M | Buy |
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|
2022
Q4 | $2.19M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $903K | Hold |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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