FCG Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | $1.03M | Buy |
+14,730
| New | +$1.03M | 0.24% | 59 |
|
2016
Q3 | – | Sell |
-11,952
| Closed | -$694K | – | 125 |
|
2016
Q2 | $694K | Buy |
+11,952
| New | +$694K | 0.22% | 68 |
|
2015
Q2 | – | Sell |
-5,800
| Closed | -$342K | – | 89 |
|
2015
Q1 | $342K | Hold |
5,800
| – | – | 0.18% | 76 |
|
2014
Q4 | $327K | Buy |
+5,800
| New | +$327K | 0.16% | 86 |
|