Financial Services Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-67,190
| Closed | -$7.27M | – | 57 |
|
|
2023
Q4 | $7.27M | Buy |
+67,190
| New | +$7.27M | 2.08% | 16 |
|
|
2020
Q3 | – | Sell |
-68,475
| Closed | -$4.68M | – | 23 |
|
|
2020
Q2 | $4.68M | Buy |
+68,475
| New | +$4.68M | 2.37% | 14 |
|
|
2018
Q3 | – | Sell |
-84,227
| Closed | -$7.03M | – | 19 |
|
|
2018
Q2 | $7.03M | Buy |
84,227
+22,650
| +37% | +$1.89M | 6.07% | 6 |
|
|
2018
Q1 | $4.74M | Buy |
+61,577
| New | +$4.74M | 5.06% | 10 |
|