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