FSC Wealth 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
Q3 | – | Sell |
-9
| Closed | -$960 | – | 299 |
|
|
2024
Q2 | $960 | Hold |
9
| – | – | ﹤0.01% | 280 |
|
|
2024
Q1 | $995 | Hold |
9
| – | – | ﹤0.01% | 246 |
|
|
2023
Q4 | $974 | Hold |
9
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $849 | Buy |
+9
| New | +$849 | ﹤0.01% | 220 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$5K | – | 179 |
|
|
2021
Q4 | $5K | Buy |
+40
| New | +$5K | ﹤0.01% | 146 |
|