Tiedemann 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 | $499K | Hold |
|
|||||
|
2023
Q2 | $525K | Buy |
|
|||||
|
2023
Q1 | $255K | Sell |
|
|||||
|
2022
Q4 | $297K | Buy |
|
|||||
|
2022
Q3 | $228K | Buy |
|
|||||
|
2022
Q2 | $229K | Sell |
|
|||||
|
2022
Q1 | $1.4M | Hold |
|
|||||
|
2021
Q4 | $1.49M | Sell |
|
|||||
|
2021
Q3 | $2.24M | Sell |
|
|||||
|
2021
Q2 | $4.44M | Buy |
|
|||||
|
2021
Q1 | $4.17M | Buy |
|
|||||
|
2020
Q4 | $3.51M | Sell |
|
|||||
|
2020
Q3 | $2.69M | Sell |
|
|||||
|
2020
Q2 | $2.77M | Sell |
|
|||||
|
2020
Q1 | $2.29M | Sell |
|
|||||
|
2019
Q4 | $3.82M | Buy |
|
|||||
|
2019
Q3 | $3.39M | Sell |
|
|||||
|
2019
Q2 | $3.67M | Buy |
|
|||||
|
2019
Q1 | $3.57M | Sell |
|
|||||
|
2018
Q4 | $3.27M | Buy |
|
|||||
|
2018
Q3 | $3.12M | Buy |
|
|||||
|
2018
Q2 | $2.16M | Buy |
|
|||||
|
2018
Q1 | $997K | Buy |
|
|||||
|
2017
Q4 | $240K | Sell |
|
|||||
|
2017
Q3 | $269K | Hold |
|
|||||
|
2017
Q2 | $253K | Sell |
|
|||||
|
2017
Q1 | $265K | Buy |
|