FIG
FundX Investment Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-22,074
| Closed | -$1.19K | – | 37 |
|
|
2021
Q2 | $1.19K | Sell |
22,074
-1,246
| -5% | -$67 | 0.12% | 27 |
|
|
2021
Q1 | $2.53M | Buy |
+23,320
| New | +$2.53M | 1.43% | 16 |
|
|
2017
Q2 | – | Sell |
-57,407
| Closed | -$3.97M | – | 47 |
|
|
2017
Q1 | $3.97M | Buy |
57,407
+37,810
| +193% | +$2.61M | 1.67% | 15 |
|
|
2016
Q4 | $2.7M | Buy |
19,597
+12,572
| +179% | +$1.73M | 0.94% | 17 |
|
|
2016
Q3 | $872K | Buy |
+7,025
| New | +$872K | 0.22% | 32 |
|
|
2014
Q1 | – | Sell |
-11,080
| Closed | -$1.21M | – | 20 |
|
|
2013
Q4 | $1.21M | Buy |
11,080
+1,300
| +13% | +$142K | 0.54% | 13 |
|
|
2013
Q3 | $976K | Buy |
+9,780
| New | +$976K | 0.39% | 13 |
|