Gries Financial’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 |
-1,908
| Closed | -$211K | – | 263 |
|
|
2024
Q1 | $211K | Sell |
1,908
-331
| -15% | -$36.6K | 0.04% | 261 |
|
|
2023
Q4 | $242K | Buy |
+2,239
| New | +$242K | 0.05% | 187 |
|
|
2022
Q2 | – | Sell |
-2,249
| Closed | -$243K | – | 141 |
|
|
2022
Q1 | $243K | Buy |
2,249
+474
| +27% | +$51.2K | 0.09% | 142 |
|
|
2021
Q4 | $203K | Buy |
+1,775
| New | +$203K | 0.08% | 156 |
|