BCM
Barometer Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,100
| Closed | -$227K | – | 184 |
|
|
2023
Q4 | $227K | Buy |
+2,100
| New | +$227K | 0.06% | 107 |
|
|
2022
Q1 | – | Sell |
-11,400
| Closed | -$1.31M | – | 132 |
|
|
2021
Q4 | $1.31M | Buy |
+11,400
| New | +$1.31M | 0.22% | 76 |
|
|
2018
Q3 | – | Sell |
-83,300
| Closed | -$6.95M | – | 155 |
|
|
2018
Q2 | $6.95M | Buy |
83,300
+19,100
| +30% | +$1.59M | 0.58% | 59 |
|
|
2018
Q1 | $4.94M | Sell |
64,200
-6,800
| -10% | -$524K | 0.42% | 84 |
|
|
2017
Q4 | $5.45M | Buy |
71,000
+6,700
| +10% | +$515K | 0.49% | 69 |
|
|
2017
Q3 | $4.77M | Buy |
64,300
+12,600
| +24% | +$935K | 0.46% | 65 |
|
|
2017
Q2 | $3.63M | Buy |
51,700
+17,700
| +52% | +$1.24M | 0.37% | 86 |
|
|
2017
Q1 | $2.35M | Buy |
34,000
+9,400
| +38% | +$650K | 0.2% | 81 |
|
|
2016
Q4 | $3.38M | Buy |
24,600
+1,300
| +6% | +$179K | 0.38% | 69 |
|
|
2016
Q3 | $2.89M | Buy |
+23,300
| New | +$2.89M | 0.32% | 73 |
|
|
2014
Q1 | – | Sell |
-9,900
| Closed | -$1.08M | – | 115 |
|
|
2013
Q4 | $1.08M | Buy |
+9,900
| New | +$1.08M | 0.27% | 58 |
|