Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $11.9M | Sell |
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|
2023
Q2 | $12.9M | Buy |
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|
2023
Q1 | $11.9M | Sell |
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|
2022
Q4 | $13.1M | Sell |
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|
2022
Q3 | $12.1M | Sell |
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|
2022
Q2 | $12.6M | Sell |
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|
2022
Q1 | $23.3M | Sell |
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|
2021
Q4 | $26.5M | Buy |
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|
2021
Q3 | $23.1M | Buy |
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|
2021
Q2 | $23.2M | Buy |
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|
2021
Q1 | $21.9M | Buy |
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|
2020
Q4 | $17M | Buy |
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|
2020
Q3 | $13.1M | Sell |
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|
2020
Q2 | $12.5M | Buy |
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|
2020
Q1 | $4.09M | Buy |
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|
2019
Q4 | $1.72M | Buy |
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|
2019
Q3 | $1.54M | Sell |
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|
2019
Q2 | $1.89M | Buy |
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|
2019
Q1 | $1.69M | Buy |
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|
2018
Q4 | $975K | Buy |
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|
2018
Q3 | $879K | Buy |
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|
2018
Q2 | $617K | Buy |
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|
2018
Q1 | $428K | Buy |
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|
2017
Q4 | $412K | Buy |
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