V Wealth 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 | $498K | Sell |
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|
2023
Q2 | $1.37M | Sell |
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|
2023
Q1 | $1.34M | Sell |
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|
2022
Q4 | $1.32M | Buy |
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|
2022
Q3 | $849K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.63M | Sell |
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|
2021
Q4 | $1.74M | Sell |
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|
2021
Q3 | $1.68M | Sell |
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|
2021
Q2 | $1.82M | Buy |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $1.35M | Buy |
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|
2020
Q3 | $764K | Sell |
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|
2020
Q2 | $1.3M | Sell |
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|
2020
Q1 | $1.28M | Buy |
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|
2019
Q4 | $1.14M | Hold |
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|
2019
Q3 | $1.14M | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $1.36M | Sell |
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|
2018
Q4 | $1.98M | Sell |
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|
2018
Q3 | $2.46M | Buy |
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|
2018
Q2 | $2.33M | Buy |
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|
2018
Q1 | $1.93M | Buy |
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|
2017
Q4 | $1.88M | Sell |
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|
2017
Q3 | $4.83M | Buy |
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|
2017
Q2 | $4.44M | Buy |
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|
2017
Q1 | $2.44M | Buy |
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|
2016
Q4 | $452K | Buy |
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