EWS
Evergreen Wealth Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,268
| Closed | -$808K | – | 98 |
|
|
2022
Q3 | $808K | Buy |
9,268
+2,260
| +32% | +$197K | 1.15% | 31 |
|
|
2022
Q2 | $648K | Buy |
+7,008
| New | +$648K | 0.8% | 41 |
|
|
2022
Q1 | – | Sell |
-1,804
| Closed | -$207K | – | 96 |
|
|
2021
Q4 | $207K | Buy |
+1,804
| New | +$207K | 0.19% | 90 |
|