Bickling Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $974K | Buy |
10,288
+295
| +3% | +$27.9K | 0.61% | 33 |
|
2022
Q3 | $872K | Buy |
9,993
+25
| +0.3% | +$2.18K | 0.59% | 38 |
|
2022
Q2 | $921K | Buy |
9,968
+21
| +0.2% | +$1.94K | 0.58% | 38 |
|
2022
Q1 | $1.07M | Buy |
9,947
+7
| +0.1% | +$755 | 0.55% | 39 |
|
2021
Q4 | $1.14M | Sell |
9,940
-353
| -3% | -$40.4K | 0.55% | 37 |
|
2021
Q3 | $1.12M | Buy |
10,293
+23
| +0.2% | +$2.51K | 0.57% | 35 |
|
2021
Q2 | $1.16M | Sell |
10,270
-1,222
| -11% | -$138K | 0.52% | 37 |
|
2021
Q1 | $1.25M | Buy |
11,492
+167
| +1% | +$18.1K | 0.63% | 35 |
|
2020
Q4 | $1.04M | Buy |
+11,325
| New | +$1.04M | 0.64% | 35 |
|