BMS Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $233K | Buy |
2,336
+1
| +0% | +$100 | 0.15% | 104 |
|
|
2023
Q1 | $226K | Sell |
2,335
-25,543
| -92% | -$2.47M | 0.16% | 106 |
|
|
2022
Q4 | $3.19M | Buy |
27,878
+15,364
| +123% | +$1.76M | 2.12% | 10 |
|
|
2022
Q3 | $1.09M | Sell |
12,514
-15,853
| -56% | -$1.38M | 0.76% | 18 |
|
|
2022
Q2 | $3.25M | Buy |
28,367
+8,194
| +41% | +$938K | 2.12% | 10 |
|
|
2022
Q1 | $2.18M | Sell |
20,173
-8,245
| -29% | -$889K | 1.38% | 12 |
|
|
2021
Q4 | $3.25M | Buy |
+28,418
| New | +$3.25M | 2.07% | 10 |
|