Ancora Family Wealth Advisors’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
2016
Q3
$636K Buy
10,238
+1,980
+24% +$123K 0.22% 114
2016
Q2
$480K Sell
8,258
-2,650
-24% -$154K 0.18% 123
2016
Q1
$614K Sell
10,908
-630
-5% -$35.5K 0.25% 111
2015
Q4
$635K Buy
11,538
+196
+2% +$10.8K 0.27% 113
2015
Q3
$604K Buy
+11,342
New +$604K 0.25% 111