Legacy Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $16.7M | Sell |
148,206
-30,396
| -17% | -$3.43M | 9.3% | 3 |
|
|
2021
Q1 | $19.4M | Buy |
178,602
+22,072
| +14% | +$2.4M | 11.34% | 1 |
|
|
2020
Q4 | $14.4M | Buy |
156,530
+116,909
| +295% | +$10.7M | 9.05% | 1 |
|
|
2020
Q3 | $2.78M | Buy |
39,621
+1,940
| +5% | +$136K | 1.97% | 12 |
|
|
2020
Q2 | $2.57M | Sell |
37,681
-2,596
| -6% | -$177K | 1.94% | 16 |
|
|
2020
Q1 | $2.26M | Sell |
40,277
-3,367
| -8% | -$189K | 2.1% | 15 |
|
|
2019
Q4 | $3.66M | Buy |
+43,644
| New | +$3.66M | 2.66% | 14 |
|