Emerson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.12M | Buy |
33,752
+9,280
| +38% | +$858K | 2.04% | 8 |
|
|
2022
Q1 | $2.64M | Buy |
24,472
+10,301
| +73% | +$1.11M | 1.46% | 8 |
|
|
2021
Q4 | $1.62M | Hold |
14,171
| – | – | 0.85% | 9 |
|
|
2021
Q3 | $1.55M | Hold |
14,171
| – | – | 0.86% | 10 |
|
|
2021
Q2 | $1.6M | Sell |
14,171
-80
| -0.6% | -$9.04K | 0.88% | 9 |
|
|
2021
Q1 | $1.55M | Sell |
14,251
-415
| -3% | -$45.1K | 0.92% | 9 |
|
|
2020
Q4 | $1.35M | Hold |
14,666
| – | – | 0.8% | 12 |
|
|
2020
Q3 | $1.03M | Hold |
14,666
| – | – | 0.69% | 12 |
|
|
2020
Q2 | $1M | Sell |
14,666
-3,480
| -19% | -$238K | 0.71% | 12 |
|
|
2020
Q1 | $1.02M | Buy |
+18,146
| New | +$1.02M | 0.9% | 12 |
|