Financial Consulate’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
Q1 | – | Sell |
-4,510
| Closed | -$427K | – | 131 |
|
|
2022
Q4 | $427K | Buy |
+4,510
| New | +$427K | 0.15% | 83 |
|
|
2019
Q2 | – | Sell |
-3,943
| Closed | -$304K | – | 103 |
|
|
2019
Q1 | $304K | Buy |
+3,943
| New | +$304K | 0.14% | 86 |
|
|
2018
Q4 | – | Sell |
-2,746
| Closed | -$240K | – | 114 |
|
|
2018
Q3 | $240K | Buy |
+2,746
| New | +$240K | 0.14% | 108 |
|
|
2018
Q1 | – | Sell |
-3,219
| Closed | -$247K | – | 117 |
|
|
2017
Q4 | $247K | Sell |
3,219
-448
| -12% | -$34.4K | 0.13% | 87 |
|
|
2017
Q3 | $272K | Sell |
3,667
-81
| -2% | -$6.01K | 0.15% | 83 |
|
|
2017
Q2 | $263K | Buy |
3,748
+843
| +29% | +$59.2K | 0.15% | 80 |
|
|
2017
Q1 | $201K | Buy |
+2,905
| New | +$201K | 0.13% | 83 |
|