Janiczek Wealth 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 | $36.1K | Buy |
338
+23
| +7% | +$2.45K | 0.01% | 456 |
|
|
2024
Q1 | $34.8K | Hold |
315
| – | – | 0.01% | 473 |
|
|
2023
Q4 | $34.1K | Buy |
315
+66
| +27% | +$7.15K | 0.01% | 459 |
|
|
2023
Q3 | $23.6K | Hold |
249
| – | – | 0.01% | 501 |
|
|
2023
Q2 | $24.8K | Hold |
249
| – | – | 0.01% | 433 |
|
|
2023
Q1 | $23.7K | Hold |
249
| – | – | 0.01% | 422 |
|
|
2022
Q4 | $25.1K | Sell |
249
-40
| -14% | -$4.03K | 0.01% | 418 |
|
|
2022
Q3 | $26K | Sell |
289
-117
| -29% | -$10.5K | 0.01% | 409 |
|
|
2022
Q2 | $41K | Hold |
406
| – | – | 0.01% | 338 |
|
|
2022
Q1 | $44K | Sell |
406
-85
| -17% | -$9.21K | 0.01% | 321 |
|
|
2021
Q4 | $56K | Buy |
491
+334
| +213% | +$38.1K | 0.02% | 290 |
|
|
2021
Q3 | $17K | Buy |
+157
| New | +$17K | 0.01% | 484 |
|
|
2020
Q1 | – | Sell |
-78
| Closed | -$7K | – | 157 |
|
|
2019
Q4 | $7K | Hold |
78
| – | – | ﹤0.01% | 124 |
|
|
2019
Q3 | $6K | Sell |
78
-1,497
| -95% | -$115K | ﹤0.01% | 122 |
|
|
2019
Q2 | $123K | Hold |
1,575
| – | – | 0.06% | 49 |
|
|
2019
Q1 | $122K | Buy |
1,575
+176
| +13% | +$13.6K | 0.06% | 53 |
|
|
2018
Q4 | $97K | Buy |
1,399
+20
| +1% | +$1.39K | 0.05% | 61 |
|
|
2018
Q3 | $120K | Hold |
1,379
| – | – | 0.06% | 49 |
|
|
2018
Q2 | $115K | Buy |
+1,379
| New | +$115K | 0.06% | 47 |
|