Asset Planning Corporation’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
Q1 | – | Sell |
-2,582
| Closed | -$280K | – | 42 |
|
|
2023
Q4 | $280K | Buy |
2,582
+7
| +0.3% | +$758 | 0.22% | 30 |
|
|
2023
Q3 | $243K | Hold |
2,575
| – | – | 0.19% | 34 |
|
|
2023
Q2 | $257K | Buy |
2,575
+3
| +0.1% | +$299 | 0.2% | 32 |
|
|
2023
Q1 | $249K | Buy |
2,572
+3
| +0.1% | +$290 | 0.2% | 32 |
|
|
2022
Q4 | $243K | Buy |
+2,569
| New | +$243K | 0.2% | 33 |
|
|
2021
Q1 | – | Sell |
-1,436
| Closed | -$132K | – | 45 |
|
|
2020
Q4 | $132K | Buy |
+1,436
| New | +$132K | 0.13% | 34 |
|