Adamsbrown Wealth Consultants’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
Q1 | – | Sell |
-2,561
| Closed | -$242K | – | 79 |
|
|
2022
Q4 | $242K | Sell |
2,561
-1,596
| -38% | -$151K | 0.15% | 66 |
|
|
2022
Q3 | $362K | Sell |
4,157
-2,407
| -37% | -$210K | 0.28% | 48 |
|
|
2022
Q2 | $607K | Sell |
6,564
-3,774
| -37% | -$349K | 0.48% | 36 |
|
|
2022
Q1 | $1.12M | Sell |
10,338
-3,156
| -23% | -$340K | 0.88% | 25 |
|
|
2021
Q4 | $1.55M | Buy |
+13,494
| New | +$1.55M | 1.39% | 15 |
|