Wealth Alliance Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $290K | Sell |
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|
2022
Q2 | $5.71M | Buy |
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|
2022
Q1 | $6.13M | Buy |
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|
2021
Q4 | $6.1M | Buy |
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|
2021
Q3 | $5.73M | Buy |
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|
2021
Q2 | $5.78M | Buy |
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|
2021
Q1 | $5.46M | Sell |
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|
2020
Q4 | $5.55M | Sell |
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|
2020
Q3 | $8.11M | Sell |
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|
2020
Q2 | $8.01M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $201K | Sell |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $278K | Hold |
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|
2018
Q2 | $266K | Hold |
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|
2018
Q1 | $245K | Buy |
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