AWS
Aris Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $298K | Buy |
2,799
+565
| +25% | +$60.2K | 0.63% | 29 |
|
|
2015
Q2 | $263K | Buy |
2,234
+29
| +1% | +$3.41K | 0.24% | 91 |
|
|
2015
Q1 | $260K | Buy |
2,205
+281
| +15% | +$33.1K | 0.24% | 89 |
|
|
2014
Q4 | $219K | Buy |
+1,924
| New | +$219K | 0.24% | 101 |
|
|
2014
Q2 | – | Sell |
-4,384
| Closed | -$483K | – | 103 |
|
|
2014
Q1 | $483K | Buy |
+4,384
| New | +$483K | 0.71% | 53 |
|