ARIS
Advanced Research Investment Solutions’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,576
| Closed | -$434K | – | 32 |
|
|
2023
Q3 | $434K | Sell |
4,576
-1,539
| -25% | -$146K | 0.28% | 20 |
|
|
2023
Q2 | $609K | Buy |
+6,115
| New | +$609K | 0.35% | 21 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$8K | – | 156 |
|
|
2022
Q1 | $8K | Hold |
75
| – | – | ﹤0.01% | 159 |
|
|
2021
Q4 | $8K | Buy |
+75
| New | +$8K | ﹤0.01% | 156 |
|