Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $554K | Buy |
5,133
+423
| +9% | +$45.7K | 0.35% | 40 |
|
|
2021
Q4 | $539K | Buy |
4,710
+887
| +23% | +$102K | 0.37% | 38 |
|
|
2021
Q3 | $417K | Buy |
3,823
+25
| +0.7% | +$2.73K | 0.32% | 42 |
|
|
2021
Q2 | $429K | Buy |
3,798
+398
| +12% | +$45K | 0.33% | 41 |
|
|
2021
Q1 | $369K | Buy |
3,400
+535
| +19% | +$58.1K | 0.33% | 42 |
|
|
2020
Q4 | $263K | Buy |
+2,865
| New | +$263K | 0.25% | 57 |
|