Willingdon Wealth Management’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
Q1 | $9K | Sell |
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|
2019
Q4 | $54K | Sell |
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|
2019
Q3 | $74K | Buy |
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|
2019
Q2 | $13K | Sell |
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|
2019
Q1 | $833K | Buy |
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|
2018
Q4 | $704K | Buy |
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|
2018
Q3 | $804K | Buy |
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|
2018
Q2 | $727K | Sell |
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|
2018
Q1 | $725K | Sell |
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|
2017
Q4 | $3.12M | Buy |
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|
2017
Q3 | $2.84M | Buy |
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|
2017
Q2 | $2.54M | Buy |
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|
2017
Q1 | $2.46M | Buy |
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|
2016
Q4 | $2.35M | Buy |
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|
2016
Q3 | $418K | Buy |
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|
2016
Q2 | $353K | Buy |
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|
2016
Q1 | $338K | Buy |
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|
2015
Q4 | $287K | Sell |
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|
2015
Q3 | $395K | Sell |
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|
2015
Q2 | $464K | Sell |
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|
2015
Q1 | $498K | Sell |
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|
2014
Q4 | $630K | Buy |
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|
2014
Q3 | $568K | Buy |
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|
2014
Q2 | $543K | Sell |
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|
2014
Q1 | $729K | Buy |
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|
2013
Q4 | $717K | Buy |
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