LRIA
Leonard Rickey Investment Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,252
| Closed | -$201K | – | 75 |
|
|
2019
Q4 | $201K | Buy |
+1,252
| New | +$201K | 0.12% | 80 |
|
|
2018
Q4 | – | Sell |
-1,836
| Closed | -$306K | – | 70 |
|
|
2018
Q3 | $306K | Sell |
1,836
-45
| -2% | -$7.5K | 0.22% | 49 |
|
|
2018
Q2 | $307K | Sell |
1,881
-155
| -8% | -$25.3K | 0.23% | 48 |
|
|
2018
Q1 | $307K | Hold |
2,036
| – | – | 0.24% | 47 |
|
|
2017
Q4 | $313K | Buy |
+2,036
| New | +$313K | 0.24% | 47 |
|