Institutional & Family Asset Management’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 | $66.1K | Hold |
620
| – | – | 0.01% | 212 |
|
|
2024
Q1 | $68.5K | Sell |
620
-854
| -58% | -$94.4K | 0.01% | 215 |
|
|
2023
Q4 | $160K | Sell |
1,474
-734
| -33% | -$79.5K | 0.03% | 152 |
|
|
2023
Q3 | $208K | Sell |
2,208
-3
| -0.1% | -$283 | 0.03% | 137 |
|
|
2023
Q2 | $220K | Sell |
2,211
-2,651
| -55% | -$264K | 0.04% | 138 |
|
|
2023
Q1 | $470K | Sell |
4,862
-42,278
| -90% | -$4.09M | 0.08% | 118 |
|
|
2022
Q4 | $4.46M | Buy |
47,140
+47,127
| +362,515% | +$4.46M | 0.74% | 44 |
|
|
2022
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $1K | Sell |
13
-3,612
| -100% | -$278K | ﹤0.01% | 655 |
|
|
2022
Q1 | $391K | Sell |
3,625
-1,995
| -35% | -$215K | 0.06% | 120 |
|
|
2021
Q4 | $644K | Sell |
5,620
-3,759
| -40% | -$431K | 0.1% | 109 |
|
|
2021
Q3 | $1.02M | Sell |
9,379
-1,215
| -11% | -$133K | 0.16% | 96 |
|
|
2021
Q2 | $1.2M | Buy |
10,594
+5,504
| +108% | +$622K | 0.2% | 87 |
|
|
2021
Q1 | $552K | Sell |
5,090
-2,809
| -36% | -$305K | 0.11% | 116 |
|
|
2020
Q4 | $726K | Buy |
7,899
+4,998
| +172% | +$459K | 0.15% | 103 |
|
|
2020
Q3 | $204K | Buy |
2,901
+1,488
| +105% | +$105K | 0.05% | 165 |
|
|
2020
Q2 | $97K | Buy |
1,413
+1,163
| +465% | +$79.8K | 0.02% | 237 |
|
|
2020
Q1 | $14K | Sell |
250
-115
| -32% | -$6.44K | ﹤0.01% | 409 |
|
|
2019
Q4 | $31K | Buy |
+365
| New | +$31K | 0.01% | 375 |
|
|
2018
Q3 | – | Sell |
-1,074
| Closed | -$90K | – | 852 |
|
|
2018
Q2 | $90K | Sell |
1,074
-416
| -28% | -$34.9K | 0.02% | 282 |
|
|
2018
Q1 | $115K | Buy |
+1,490
| New | +$115K | 0.02% | 222 |
|