Hoover Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $150K | Buy |
1,325
+8
| +0.6% | +$906 | 0.03% | 166 |
|
|
2021
Q1 | $145K | Sell |
1,317
-14
| -1% | -$1.54K | 0.03% | 157 |
|
|
2020
Q4 | $135K | Sell |
1,331
-838
| -39% | -$85K | 0.03% | 146 |
|
|
2020
Q3 | $152K | Sell |
2,169
-2,160
| -50% | -$151K | 0.05% | 107 |
|
|
2020
Q2 | $296K | Buy |
+4,329
| New | +$296K | 0.11% | 69 |
|
|
2020
Q1 | – | Sell |
-3,475
| Closed | -$291K | – | 91 |
|
|
2019
Q4 | $291K | Buy |
3,475
+468
| +16% | +$39.2K | 0.14% | 72 |
|
|
2019
Q3 | $234K | Sell |
3,007
-135
| -4% | -$10.5K | 0.21% | 50 |
|
|
2019
Q2 | $246K | Sell |
3,142
-20
| -0.6% | -$1.57K | 0.23% | 49 |
|
|
2019
Q1 | $244K | Buy |
3,162
+10
| +0.3% | +$772 | 0.23% | 51 |
|
|
2018
Q4 | $219K | Buy |
+3,152
| New | +$219K | 0.24% | 55 |
|