Watermark Asset 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
2018
Q4
$8.9M Buy
2018
Q3
$11.2M Sell
2018
Q2
$11.1M Sell
2018
Q1
$10.6M Buy
2017
Q4
$9.76M Buy
2017
Q3
$8.31M Buy
2017
Q2
$6.54M Buy
2017
Q1
$6.38M Buy