Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-38,795
| Closed | -$4.21M | – | 205 |
|
|
2022
Q1 | $4.21M | Buy |
38,795
+30
| +0.1% | +$3.26K | 2.9% | 7 |
|
|
2021
Q4 | $4.44M | Buy |
38,765
+10
| +0% | +$1.15K | 3.03% | 7 |
|
|
2021
Q3 | $4.23M | Buy |
38,755
+605
| +2% | +$66.1K | 3.09% | 7 |
|
|
2021
Q2 | $4.31M | Sell |
38,150
-823
| -2% | -$93K | 3.25% | 7 |
|
|
2021
Q1 | $4.23M | Sell |
38,973
-108
| -0.3% | -$11.7K | 3.49% | 7 |
|
|
2020
Q4 | $3.59M | Buy |
+39,081
| New | +$3.59M | 3.23% | 7 |
|