Bridge Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.78M | Sell |
15,224
-82
| -0.5% | -$9.59K | 0.85% | 35 |
|
|
2024
Q2 | $1.63M | Sell |
15,306
-2,033
| -12% | -$217K | 0.8% | 38 |
|
|
2024
Q1 | $1.92M | Sell |
17,339
-1,704
| -9% | -$188K | 0.95% | 33 |
|
|
2023
Q4 | $2.06M | Sell |
19,043
-4,043
| -18% | -$438K | 1.03% | 31 |
|
|
2023
Q3 | $2.18M | Buy |
+23,086
| New | +$2.18M | 0.76% | 35 |
|