Trellis 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
Q4 | – | Sell |
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|
2023
Q3 | $549K | Hold |
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|
2023
Q2 | $580K | Sell |
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|
2023
Q1 | $604K | Buy |
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|
2022
Q4 | $551K | Hold |
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|
2022
Q3 | $508K | Hold |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $628K | Hold |
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|
2021
Q4 | $667K | Hold |
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|
2021
Q3 | $636K | Hold |
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|
2021
Q2 | $658K | Hold |
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|
2021
Q1 | $632K | Sell |
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|
2020
Q4 | $786K | Hold |
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|
2020
Q3 | $601K | Hold |
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|
2020
Q2 | $584K | Hold |
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|
2020
Q1 | $480K | Hold |
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|
2019
Q4 | $717K | Hold |
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|
2019
Q3 | $666K | Hold |
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|
2019
Q2 | $669K | Hold |
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|
2019
Q1 | $660K | Hold |
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|
2018
Q4 | $593K | Hold |
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|
2018
Q3 | $746K | Hold |
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|
2018
Q2 | $714K | Buy |
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