Vahanian & Associates Financial Planning’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
$389K Sell
2023
Q3
$380K Sell
2023
Q2
$414K Sell
2023
Q1
$821K Sell
2022
Q4
$840K Sell
2022
Q3
$779K Buy
2022
Q2
$442K Sell
2022
Q1
$732K Sell
2021
Q4
$1.9M Buy