Fragasso Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,884
| Closed | -$208K | – | 260 |
|
|
2024
Q1 | $208K | Buy |
+1,884
| New | +$208K | 0.02% | 255 |
|
|
2023
Q3 | – | Sell |
-2,407
| Closed | -$240K | – | 229 |
|
|
2023
Q2 | $240K | Buy |
+2,407
| New | +$240K | 0.03% | 209 |
|
|
2019
Q1 | – | Sell |
-32,302
| Closed | -$2.24M | – | 113 |
|
|
2018
Q4 | $2.24M | Buy |
+32,302
| New | +$2.24M | 0.5% | 37 |
|