Greenspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,384
| Closed | -$617K | – | 98 |
|
|
2023
Q1 | $617K | Sell |
6,384
-126
| -2% | -$12.2K | 0.13% | 62 |
|
|
2022
Q4 | $616K | Buy |
6,510
+416
| +7% | +$39.4K | 0.16% | 61 |
|
|
2022
Q3 | $531K | Hold |
6,094
| – | – | 0.16% | 61 |
|
|
2022
Q2 | $562K | Sell |
6,094
-317
| -5% | -$29.2K | 0.17% | 57 |
|
|
2022
Q1 | $692K | Hold |
6,411
| – | – | 0.18% | 47 |
|
|
2021
Q4 | $734K | Buy |
+6,411
| New | +$734K | 0.19% | 44 |
|