WealthOne’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 | $1.09M | Sell |
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|
2023
Q2 | $1.68M | Sell |
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|
2023
Q1 | $1.65M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.78M | Sell |
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|
2022
Q2 | $2.02M | Sell |
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|
2022
Q1 | $2.37M | Sell |
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|
2021
Q4 | $2.55M | Sell |
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|
2021
Q3 | $2.59M | Buy |
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|
2021
Q2 | $2.67M | Buy |
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|
2021
Q1 | $2.54M | Buy |
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|
2020
Q4 | $1.92M | Buy |
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|
2020
Q3 | $1.37M | Buy |
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|
2020
Q2 | $1.3M | Buy |
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|
2020
Q1 | $911K | Buy |
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|
2019
Q4 | $925K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $34K | Buy |
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