Edge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $375K | Hold |
4,500
| – | – | 0.03% | 245 |
|
|
2018
Q1 | $346K | Buy |
4,500
+300
| +7% | +$23.1K | 0.03% | 253 |
|
|
2017
Q4 | $322K | Hold |
4,200
| – | – | 0.03% | 257 |
|
|
2017
Q3 | $311K | Hold |
4,200
| – | – | 0.03% | 259 |
|
|
2017
Q2 | $294K | Sell |
4,200
-5,000
| -54% | -$350K | 0.03% | 271 |
|
|
2017
Q1 | $636K | Buy |
9,200
+3,600
| +64% | +$249K | 0.08% | 199 |
|
|
2016
Q4 | $385K | Buy |
+5,600
| New | +$385K | 0.05% | 240 |
|