Wimmer Associates 1’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
2021
Q2
Sell
2021
Q1
$217K Buy
2020
Q1
Sell
2019
Q4
$271K Sell
2019
Q3
$277K Hold
2019
Q2
$278K Sell
2019
Q1
$307K Sell
2018
Q4
$283K Buy
2018
Q3
$331K Hold
2018
Q2
$317K Buy
2018
Q1
$291K Hold
2017
Q4
$291K Buy
2017
Q3
$267K Hold
2017
Q2
$252K Sell
2017
Q1
$264K Sell
2016
Q4
$322K Buy