Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $64.3M | Buy |
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|
2020
Q2 | $28.8M | Sell |
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|
2020
Q1 | $25.8M | Sell |
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|
2019
Q4 | $48.9M | Sell |
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|
2019
Q3 | $46.3M | Buy |
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|
2019
Q2 | $45.8M | Buy |
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|
2019
Q1 | $43.4M | Buy |
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|
2018
Q4 | $36.6M | Buy |
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|
2018
Q3 | $42.7M | Buy |
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|
2018
Q2 | $40M | Buy |
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|
2018
Q1 | $36.6M | Buy |
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|
2017
Q4 | $34.8M | Buy |
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|
2017
Q3 | $28.5M | Buy |
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|
2017
Q2 | $25.1M | Buy |
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|
2017
Q1 | $24.3M | Buy |
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|
2016
Q4 | $22.1M | Buy |
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|
2016
Q3 | $17.2M | Buy |
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|
2016
Q2 | $13.8M | Buy |
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|
2016
Q1 | $11.3M | Buy |
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|
2015
Q4 | $10.4M | Buy |
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