Torch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $8M | Sell |
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|
2019
Q3 | $7.45M | Sell |
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|
2019
Q2 | $7.58M | Sell |
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|
2019
Q1 | $7.52M | Sell |
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|
2018
Q4 | $6.79M | Buy |
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|
2018
Q3 | $8.51M | Sell |
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|
2018
Q2 | $8.15M | Buy |
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|
2018
Q1 | $7.43M | Buy |
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|
2017
Q4 | $7.35M | Buy |
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|
2017
Q3 | $7.08M | Sell |
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|
2017
Q2 | $6.71M | Sell |
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|
2017
Q1 | $7.29M | Sell |
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|
2016
Q4 | $7.58M | Buy |
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|
2016
Q3 | $6.83M | Buy |
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|
2016
Q2 | $6.38M | Buy |
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|
2016
Q1 | $6.17M | Buy |
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|
2015
Q4 | $6.01M | Buy |
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|
2015
Q3 | $5.41M | Buy |
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|
2015
Q2 | $5.95M | Buy |
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|
2015
Q1 | $5.24M | Buy |
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|
2014
Q4 | $4.44M | Buy |
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|
2014
Q3 | $3.9M | Buy |
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|
2014
Q2 | $4.14M | Sell |
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|
2014
Q1 | $5.9M | Buy |
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|
2013
Q4 | $5.49M | Buy |
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