Winfield Associates’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
2022
Q1
$2.65M Sell
2021
Q4
$2.9M Buy
2021
Q3
$2.75M Buy
2021
Q2
$2.6M Buy
2021
Q1
$2.36M Buy
2020
Q1
Sell
2019
Q4
$1.4M Sell
2019
Q3
$1.54M Sell
2019
Q2
$1.6M Sell
2019
Q1
$1.87M Buy
2018
Q4
$1.68M Sell
2018
Q3
$2.69M Buy
2018
Q2
$628K Buy
2018
Q1
$431K Buy
2017
Q4
$331K Buy
2014
Q1
Sell
2013
Q4
$22K Buy