Copperleaf Capital’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 | – | Sell |
-5,240
| Closed | -$507K | – | 80 |
|
|
2023
Q1 | $507K | Sell |
5,240
-564
| -10% | -$54.5K | 0.5% | 43 |
|
|
2022
Q4 | $549K | Sell |
5,804
-3,291
| -36% | -$311K | 0.63% | 40 |
|
|
2022
Q3 | $793K | Buy |
+9,095
| New | +$793K | 0.86% | 32 |
|
|
2020
Q1 | – | Sell |
-9,900
| Closed | -$830K | – | 47 |
|
|
2019
Q4 | $830K | Buy |
+9,900
| New | +$830K | 0.84% | 31 |
|