Unified Trust Company’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
2021
Q3
$670K Hold
2021
Q2
$693K Hold
2021
Q1
$665K Hold
2020
Q4
$616K Hold
2020
Q3
$430K Sell
2020
Q2
$434K Hold
2020
Q1
$357K Sell
2019
Q4
$825K Hold
2019
Q3
$766K Buy
2019
Q2
$746K Hold
2019
Q1
$735K Sell
2018
Q4
$747K Buy