WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $133K | Buy |
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|
2016
Q4 | $117K | Sell |
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|
2016
Q3 | $190K | Buy |
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|
2016
Q2 | $57K | Sell |
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|
2016
Q1 | $157K | Sell |
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|
2015
Q4 | $407K | Buy |
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|
2015
Q3 | $359K | Sell |
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|
2015
Q2 | $465K | Buy |
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|
2015
Q1 | $244K | Sell |
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|
2014
Q4 | $291K | Sell |
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|
2014
Q3 | $314K | Sell |
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|
2014
Q2 | $417K | Buy |
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|
2014
Q1 | $340K | Buy |
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|
2013
Q4 | $194K | Buy |
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|
2013
Q3 | $174K | Sell |
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|
2013
Q2 | $167K | Buy |
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