IWC
Integrated Wealth Counsel’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q2 | – | Sell |
-970
| Closed | -$107K | – | 123 |
|
|
2014
Q1 | $107K | Sell |
970
-26,617
| -96% | -$2.94M | 0.08% | 69 |
|
|
2013
Q4 | $3.01M | Sell |
27,587
-140
| -0.5% | -$15.3K | 2.21% | 11 |
|
|
2013
Q3 | $2.77M | Sell |
27,727
-2,005
| -7% | -$200K | 2.02% | 16 |
|
|
2013
Q2 | $2.69M | Buy |
+29,732
| New | +$2.69M | 1.93% | 17 |
|