Aldebaran Financial’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 |
-4,732
| Closed | -$458K | – | 71 |
|
2023
Q1 | $458K | Sell |
4,732
-71
| -1% | -$6.87K | 0.59% | 46 |
|
2022
Q4 | $455K | Sell |
4,803
-217
| -4% | -$20.5K | 0.49% | 55 |
|
2022
Q3 | $443K | Buy |
5,020
+27
| +0.5% | +$2.38K | 0.49% | 52 |
|
2022
Q2 | $458K | Buy |
4,993
+2
| +0% | +$183 | 0.48% | 50 |
|
2022
Q1 | $538K | Buy |
+4,991
| New | +$538K | 0.42% | 54 |
|