Domani Wealth’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
Q1 | $1.15M | Buy |
11,893
+761
| +7% | +$73.6K | 0.27% | 44 |
|
|
2022
Q4 | $1.05M | Hold |
11,132
| – | – | 0.26% | 45 |
|
|
2022
Q3 | $971K | Sell |
11,132
-36
| -0.3% | -$3.14K | 0.28% | 40 |
|
|
2022
Q2 | $1.03M | Hold |
11,168
| – | – | 0.28% | 37 |
|
|
2022
Q1 | $1.21M | Hold |
11,168
| – | – | 0.26% | 44 |
|
|
2021
Q4 | $1.28M | Sell |
11,168
-63
| -0.6% | -$7.22K | 0.25% | 42 |
|
|
2021
Q3 | $1.23M | Sell |
11,231
-67
| -0.6% | -$7.31K | 0.26% | 41 |
|
|
2021
Q2 | $1.28M | Sell |
11,298
-721
| -6% | -$81.4K | 0.26% | 40 |
|
|
2021
Q1 | $1.3M | Sell |
12,019
-259
| -2% | -$28.1K | 0.25% | 38 |
|
|
2020
Q4 | $1.13M | Sell |
12,278
-851
| -6% | -$78.2K | 0.23% | 42 |
|
|
2020
Q3 | $922K | Buy |
13,129
+466
| +4% | +$32.7K | 0.2% | 46 |
|
|
2020
Q2 | $865K | Sell |
12,663
-2,688
| -18% | -$184K | 0.2% | 51 |
|
|
2020
Q1 | $861K | Buy |
+15,351
| New | +$861K | 0.23% | 49 |
|