Independence 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2M | Sell |
21,774
-149
| -0.7% | -$13.7K | 4.49% | 6 |
|
|
2020
Q3 | $1.54M | Hold |
21,923
| – | – | 3.97% | 6 |
|
|
2020
Q2 | $1.5M | Sell |
21,923
-18,203
| -45% | -$1.24M | 3.6% | 7 |
|
|
2020
Q1 | $2.25M | Sell |
40,126
-288
| -0.7% | -$16.2K | 2.71% | 14 |
|
|
2019
Q4 | $3.39M | Sell |
40,414
-2,157
| -5% | -$181K | 3.29% | 13 |
|
|
2019
Q3 | $3.31M | Sell |
42,571
-1,927
| -4% | -$150K | 3.5% | 13 |
|
|
2019
Q2 | $3.48M | Buy |
44,498
+1,789
| +4% | +$140K | 3.44% | 13 |
|
|
2019
Q1 | $3.3M | Sell |
42,709
-20,600
| -33% | -$1.59M | 3.55% | 13 |
|
|
2018
Q4 | $4.39M | Buy |
63,309
+839
| +1% | +$58.2K | 5.27% | 11 |
|
|
2018
Q3 | $5.45M | Sell |
62,470
-3,714
| -6% | -$324K | 5.52% | 10 |
|
|
2018
Q2 | $5.52M | Sell |
66,184
-5,976
| -8% | -$499K | 5.74% | 10 |
|
|
2018
Q1 | $5.56M | Sell |
72,160
-919
| -1% | -$70.8K | 5.14% | 9 |
|
|
2017
Q4 | $5.61M | Buy |
+73,079
| New | +$5.61M | 5.13% | 9 |
|