Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $817K | Buy |
13,838
+354
| +3% | +$20.9K | 0.04% | 244 |
|
|
2014
Q4 | $769K | Buy |
13,484
+160
| +1% | +$9.13K | 0.04% | 257 |
|
|
2014
Q3 | $695K | Buy |
13,324
+3,380
| +34% | +$176K | 0.03% | 263 |
|
|
2014
Q2 | $557K | Buy |
9,944
+4,034
| +68% | +$226K | 0.03% | 282 |
|
|
2014
Q1 | $325K | Sell |
5,910
-298
| -5% | -$16.4K | 0.02% | 338 |
|
|
2013
Q4 | $339K | Buy |
6,208
+650
| +12% | +$35.5K | 0.02% | 337 |
|
|
2013
Q3 | $277K | Hold |
5,558
| – | – | 0.02% | 339 |
|
|
2013
Q2 | $251K | Buy |
+5,558
| New | +$251K | 0.01% | 340 |
|