EMA
Efficient Market Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $30.5M | Buy |
441,011
+228,776
| +108% | +$15.8M | 4.2% | 10 |
|
|
2016
Q4 | $29.2M | Sell |
212,235
-95,775
| -31% | -$13.2M | 4.35% | 11 |
|
|
2016
Q3 | $38.2M | Sell |
308,010
-5,992
| -2% | -$744K | 5.88% | 7 |
|
|
2016
Q2 | $36.5M | Sell |
314,002
-33,474
| -10% | -$3.89M | 5.98% | 7 |
|
|
2016
Q1 | $39.1M | Buy |
347,476
+72,702
| +26% | +$8.18M | 6.76% | 6 |
|
|
2015
Q4 | $30.3M | Sell |
274,774
-7,987
| -3% | -$879K | 6.49% | 6 |
|
|
2015
Q3 | $30.1M | Buy |
282,761
+1,442
| +0.5% | +$154K | 7.16% | 4 |
|
|
2015
Q2 | $33.2M | Buy |
281,319
+8,299
| +3% | +$978K | 7.69% | 4 |
|
|
2015
Q1 | $32.2M | Buy |
273,020
+35,146
| +15% | +$4.15M | 7.41% | 4 |
|
|
2014
Q4 | $27.1M | Buy |
237,874
+35,063
| +17% | +$4M | 6.64% | 4 |
|
|
2014
Q3 | $21.2M | Buy |
202,811
+71,024
| +54% | +$7.41M | 5.6% | 5 |
|
|
2014
Q2 | $14.8M | Buy |
131,787
+2,408
| +2% | +$270K | 3.75% | 10 |
|
|
2014
Q1 | $14.3M | Buy |
129,379
+12,997
| +11% | +$1.43M | 3.79% | 9 |
|
|
2013
Q4 | $12.7M | Buy |
116,382
+3,655
| +3% | +$399K | 3.76% | 10 |
|
|
2013
Q3 | $11.3M | Buy |
112,727
+24,782
| +28% | +$2.47M | 3.64% | 10 |
|
|
2013
Q2 | $7.94M | Buy |
+87,945
| New | +$7.94M | 2.89% | 11 |
|