IRON 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-4,168
| Closed | -$222K | – | 96 |
|
|
2015
Q3 | $222K | Hold |
4,168
| – | – | 0.15% | 77 |
|
|
2015
Q2 | $246K | Sell |
4,168
-62,144
| -94% | -$3.67M | 0.23% | 60 |
|
|
2015
Q1 | $3.91M | Buy |
66,312
+62,144
| +1,491% | +$3.67M | 3.05% | 8 |
|
|
2014
Q4 | $2.38K | Hold |
4,168
| – | – | 0.24% | 60 |
|
|
2014
Q3 | $217K | Hold |
4,168
| – | – | 0.28% | 57 |
|
|
2014
Q2 | $234K | Buy |
+4,168
| New | +$234K | 0.21% | 61 |
|
|
2014
Q1 | – | Sell |
-4,168
| Closed | -$227K | – | 80 |
|
|
2013
Q4 | $227K | Buy |
+4,168
| New | +$227K | 0.23% | 33 |
|