Cascadia Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $653K | Buy |
5,983
+602
| +11% | +$65.7K | 0.13% | 157 |
|
|
2021
Q2 | $608K | Buy |
5,381
+1,167
| +28% | +$132K | 0.13% | 160 |
|
|
2021
Q1 | $457K | Buy |
+4,214
| New | +$457K | 0.1% | 171 |
|
|
2020
Q3 | $287K | Buy |
4,083
+383
| +10% | +$26.9K | 0.08% | 187 |
|
|
2020
Q2 | $253K | Buy |
+3,700
| New | +$253K | 0.08% | 152 |
|
|
2019
Q4 | $425K | Buy |
+5,065
| New | +$425K | 0.12% | 146 |
|