Accel Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-119
| Closed | -$11.5K | – | 507 |
|
|
2023
Q1 | $11.5K | Hold |
119
| – | – | ﹤0.01% | 851 |
|
|
2022
Q4 | $11.3K | Hold |
119
| – | – | 0.01% | 679 |
|
|
2022
Q3 | $11K | Buy |
119
+27
| +29% | +$2.5K | 0.01% | 712 |
|
|
2022
Q2 | $9K | Hold |
92
| – | – | 0.01% | 727 |
|
|
2022
Q1 | $10K | Sell |
92
-173
| -65% | -$18.8K | 0.01% | 706 |
|
|
2021
Q4 | $30K | Hold |
265
| – | – | 0.01% | 482 |
|
|
2021
Q3 | $29K | Hold |
265
| – | – | 0.02% | 430 |
|
|
2021
Q2 | $30K | Hold |
265
| – | – | 0.02% | 441 |
|
|
2021
Q1 | $29K | Hold |
265
| – | – | 0.02% | 423 |
|
|
2020
Q4 | $24K | Buy |
+265
| New | +$24K | 0.02% | 446 |
|