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 | $714K | Hold |
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|
2023
Q2 | $769K | Sell |
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|
2023
Q1 | $727K | Buy |
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|
2022
Q4 | $716K | Hold |
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|
2022
Q3 | $660K | Hold |
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|
2022
Q2 | $699K | Hold |
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|
2022
Q1 | $816K | Hold |
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|
2021
Q4 | $866K | Sell |
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|
2021
Q3 | $848K | Hold |
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|
2021
Q2 | $835K | Hold |
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|
2021
Q1 | $818K | Hold |
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|
2020
Q4 | $702K | Hold |
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|
2020
Q3 | $578K | Sell |
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|
2020
Q2 | $533K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $636K | Buy |
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