BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-20,592
| Closed | -$2.22M | – | 70 |
|
|
2022
Q1 | $2.22M | Buy |
+20,592
| New | +$2.22M | 0.58% | 14 |
|
|
2020
Q1 | – | Sell |
-97,234
| Closed | -$8.15M | – | 63 |
|
|
2019
Q4 | $8.15M | Buy |
97,234
+1,927
| +2% | +$162K | 4.15% | 8 |
|
|
2019
Q3 | $7.42M | Buy |
95,307
+4,737
| +5% | +$369K | 4.14% | 9 |
|
|
2019
Q2 | $6.88M | Buy |
90,570
+6,087
| +7% | +$462K | 3.97% | 9 |
|
|
2019
Q1 | $6.52M | Sell |
84,483
-12,165
| -13% | -$939K | 3.84% | 8 |
|
|
2018
Q4 | $7.63M | Buy |
+96,648
| New | +$7.63M | 3.29% | 8 |
|