Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.99M | Sell |
|
|||||
|
2023
Q3 | $2.75M | Buy |
|
|||||
|
2023
Q2 | $2.86M | Buy |
|
|||||
|
2023
Q1 | $896K | Sell |
|
|||||
|
2022
Q4 | $890K | Buy |
|
|||||
|
2022
Q3 | $807K | Buy |
|
|||||
|
2022
Q2 | $847K | Buy |
|
|||||
|
2022
Q1 | $983K | Hold |
|
|||||
|
2021
Q4 | $1.04M | Sell |
|
|||||
|
2021
Q3 | $1.03M | Sell |
|
|||||
|
2021
Q2 | $1.22M | Sell |
|
|||||
|
2021
Q1 | $1.25M | Sell |
|
|||||
|
2020
Q4 | $1.16M | Sell |
|
|||||
|
2020
Q3 | $913K | Sell |
|
|||||
|
2020
Q2 | $938K | Buy |
|
|||||
|
2020
Q1 | $750K | Sell |
|
|||||
|
2019
Q4 | $15.4M | Buy |
|
|||||
|
2019
Q3 | $13.9M | Buy |
|
|||||
|
2019
Q2 | $13.4M | Sell |
|
|||||
|
2019
Q1 | $14.7M | Buy |
|
|||||
|
2018
Q4 | $13M | Buy |
|