WealthSource Partners’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 | $3.41M | Sell |
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $6.22M | Sell |
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|
2023
Q1 | $6.87M | Sell |
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|
2022
Q4 | $17M | Sell |
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|
2022
Q3 | $17.4M | Buy |
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|
2022
Q2 | $8.2M | Sell |
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|
2022
Q1 | $23M | Sell |
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|
2021
Q4 | $25.1M | Buy |
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|
2021
Q3 | $22.3M | Buy |
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|
2021
Q2 | $23M | Buy |
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|
2021
Q1 | $20.9M | Buy |
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|
2020
Q4 | $11.3M | Sell |
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|
2020
Q3 | $17M | Sell |
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|
2020
Q2 | $17.4M | Buy |
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|
2020
Q1 | $3.62M | Sell |
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|
2019
Q4 | $6M | Buy |
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|
2019
Q3 | $4.61M | Sell |
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|
2019
Q2 | $4.85M | Buy |
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|
2019
Q1 | $4.72M | Buy |
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|
2018
Q4 | $3.57M | Sell |
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|
2018
Q3 | $5.57M | Sell |
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|
2018
Q2 | $6.13M | Sell |
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|
2018
Q1 | $6M | Sell |
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|
2017
Q4 | $6.14M | Buy |
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|
2017
Q3 | $5.6M | Buy |
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|
2017
Q2 | $4.76M | Buy |
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|
2017
Q1 | $4.05M | Buy |
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|
2016
Q4 | $3.67M | Buy |
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|
2016
Q3 | $3.28M | Buy |
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|
2016
Q2 | $2.9M | Buy |
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|
2016
Q1 | $2.75M | Buy |
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