Berry Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.98M | Buy |
75,943
+3,369
| +5% | +$310K | 3.15% | 7 |
|
|
2020
Q3 | $5.1M | Buy |
72,574
+2,333
| +3% | +$164K | 2.74% | 9 |
|
|
2020
Q2 | $4.8M | Sell |
70,241
-7,909
| -10% | -$540K | 2.97% | 8 |
|
|
2020
Q1 | $4.39M | Sell |
78,150
-2,433
| -3% | -$137K | 3.31% | 6 |
|
|
2019
Q4 | $6.76M | Buy |
+80,583
| New | +$6.76M | 3.65% | 4 |
|