Aspire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $11.1K | Hold |
95
| – | – | 0.01% | 169 |
|
|
2024
Q2 | $10.1K | Sell |
95
-12
| -11% | -$1.28K | 0.01% | 154 |
|
|
2024
Q1 | $11.8K | Sell |
107
-76
| -42% | -$8.39K | 0.01% | 159 |
|
|
2023
Q4 | $19.8K | Hold |
183
| – | – | 0.01% | 144 |
|
|
2023
Q3 | $17.2K | Sell |
183
-3
| -2% | -$283 | 0.01% | 142 |
|
|
2023
Q2 | $18.5K | Hold |
186
| – | – | 0.01% | 149 |
|
|
2023
Q1 | $18K | Sell |
186
-1,085
| -85% | -$105K | 0.01% | 147 |
|
|
2022
Q4 | $120K | Sell |
1,271
-30
| -2% | -$2.84K | 0.1% | 101 |
|
|
2022
Q3 | $113K | Buy |
1,301
+1,191
| +1,083% | +$103K | 0.11% | 93 |
|
|
2022
Q2 | $10K | Hold |
110
| – | – | 0.01% | 146 |
|
|
2022
Q1 | $12K | Sell |
110
-183
| -62% | -$20K | 0.01% | 145 |
|
|
2021
Q4 | $34K | Buy |
+293
| New | +$34K | 0.03% | 136 |
|