EWG Elevate’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,260
| Closed | -$213K | – | 113 |
|
|
2023
Q3 | $213K | Sell |
2,260
-2,105
| -48% | -$199K | 0.1% | 82 |
|
|
2023
Q2 | $435K | Buy |
+4,365
| New | +$435K | 0.18% | 67 |
|
|
2023
Q1 | – | Sell |
-440
| Closed | -$41.6K | – | 388 |
|
|
2022
Q4 | $41.6K | Buy |
+440
| New | +$41.6K | 0.02% | 197 |
|
|
2020
Q1 | – | Sell |
-10,327
| Closed | -$866K | – | 68 |
|
|
2019
Q4 | $866K | Buy |
+10,327
| New | +$866K | 0.47% | 43 |
|