Elmwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-342
| Closed | -$39K | – | 204 |
|
|
2021
Q4 | $39K | Buy |
+342
| New | +$39K | 0.02% | 200 |
|
|
2021
Q2 | $39K | Hold |
341
| – | – | 0.02% | 181 |
|
|
2021
Q1 | $37K | Buy |
+341
| New | +$37K | 0.02% | 178 |
|
|
2020
Q3 | $21K | Hold |
310
| – | – | 0.02% | 159 |
|
|
2020
Q2 | $21K | Sell |
310
-202
| -39% | -$13.7K | 0.02% | 159 |
|
|
2020
Q1 | $39.4K | Buy |
+512
| New | +$39.4K | 0.04% | 135 |
|
|
2019
Q4 | – | Sell |
-310
| Closed | -$24K | – | 163 |
|
|
2019
Q3 | $24K | Hold |
310
| – | – | 0.02% | 135 |
|
|
2019
Q2 | $24K | Hold |
310
| – | – | 0.02% | 150 |
|
|
2019
Q1 | $24K | Hold |
310
| – | – | 0.02% | 145 |
|
|
2018
Q4 | $21K | Sell |
310
-183
| -37% | -$12.4K | 0.02% | 157 |
|
|
2018
Q3 | $43K | Sell |
493
-19
| -4% | -$1.66K | 0.04% | 141 |
|
|
2018
Q2 | $42.7K | Hold |
512
| – | – | 0.04% | 135 |
|
|
2018
Q1 | $39.4K | Buy |
+512
| New | +$39.4K | 0.04% | 135 |
|