AM Investment Strategies’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
-2,134
Closed -$206K 104
2023
Q1
$206K Hold
2,134
0.07% 87
2022
Q4
$202K Buy
+2,134
New +$202K 0.07% 88
2022
Q2
Sell
-1,882
Closed -$203K 105
2022
Q1
$203K Hold
1,882
0.05% 104
2021
Q4
$216K Buy
+1,882
New +$216K 0.05% 110