AIM
Axiom Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $92.3K | Sell |
975
-812
| -45% | -$76.8K | 0.24% | 65 |
|
|
2022
Q3 | $156K | Sell |
1,787
-107
| -6% | -$9.34K | 0.31% | 70 |
|
|
2022
Q2 | $175K | Hold |
1,894
| – | – | 0.5% | 62 |
|
|
2022
Q1 | $206K | Sell |
1,894
-8
| -0.4% | -$870 | 0.45% | 72 |
|
|
2021
Q4 | $218K | Sell |
1,902
-225
| -11% | -$25.8K | 0.21% | 109 |
|
|
2021
Q3 | $230K | Sell |
2,127
-691
| -25% | -$74.7K | 0.23% | 100 |
|
|
2021
Q2 | $321K | Hold |
2,818
| – | – | 0.25% | 94 |
|
|
2021
Q1 | $306K | Buy |
2,818
+1,254
| +80% | +$136K | 0.25% | 99 |
|
|
2020
Q4 | $247 | Sell |
1,564
-2,046
| -57% | -$323 | 0.22% | 104 |
|
|
2020
Q3 | $252K | Hold |
3,610
| – | – | 0.29% | 91 |
|
|
2020
Q2 | $246K | Sell |
3,610
-9
| -0.2% | -$613 | 0.33% | 85 |
|
|
2020
Q1 | $203K | Sell |
3,619
-215
| -6% | -$12.1K | 0.36% | 83 |
|
|
2019
Q4 | $321K | Sell |
3,834
-23
| -0.6% | -$1.93K | 0.46% | 69 |
|
|
2019
Q3 | $300K | Sell |
3,857
-605
| -14% | -$47.1K | 0.23% | 115 |
|
|
2019
Q2 | $350K | Sell |
4,462
-4
| -0.1% | -$314 | 0.06% | 263 |
|
|
2019
Q1 | $344K | Buy |
4,466
+540
| +14% | +$41.6K | 0.07% | 268 |
|
|
2018
Q4 | $272K | Buy |
+3,926
| New | +$272K | 0.06% | 283 |
|