Blue Chip Wealth Management’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
Q3 | $1.87M | Sell |
26,582
-252
| -0.9% | -$17.7K | 1.47% | 15 |
|
|
2020
Q2 | $1.83M | Sell |
26,834
-1,086
| -4% | -$74.1K | 1.74% | 14 |
|
|
2020
Q1 | $1.57M | Sell |
27,920
-5,200
| -16% | -$292K | 1.95% | 13 |
|
|
2019
Q4 | $2.78M | Buy |
33,120
+179
| +0.5% | +$15K | 2.57% | 8 |
|
|
2019
Q3 | $2.56M | Sell |
32,941
-25
| -0.1% | -$1.95K | 2.68% | 8 |
|
|
2019
Q2 | $2.58M | Sell |
32,966
-1,222
| -4% | -$95.7K | 2.72% | 7 |
|
|
2019
Q1 | $2.64M | Sell |
34,188
-1,682
| -5% | -$130K | 2.99% | 6 |
|
|
2018
Q4 | $2.49M | Sell |
35,870
-1,484
| -4% | -$103K | 3.26% | 6 |
|
|
2018
Q3 | $3.26M | Buy |
37,354
+67
| +0.2% | +$5.85K | 3.28% | 3 |
|
|
2018
Q2 | $3.11M | Buy |
37,287
+951
| +3% | +$79.4K | 3.38% | 3 |
|
|
2018
Q1 | $2.8M | Buy |
+36,336
| New | +$2.8M | 2.86% | 6 |
|