Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $269K | Hold |
2,847
| – | – | 0.06% | 138 |
|
|
2023
Q2 | $284K | Sell |
2,847
-113
| -4% | -$11.3K | 0.06% | 139 |
|
|
2023
Q1 | $286K | Sell |
2,960
-121
| -4% | -$11.7K | 0.06% | 135 |
|
|
2022
Q4 | $292K | Sell |
3,081
-882
| -22% | -$83.5K | 0.07% | 134 |
|
|
2022
Q3 | $346K | Buy |
3,963
+125
| +3% | +$10.9K | 0.08% | 124 |
|
|
2022
Q2 | $355K | Buy |
3,838
+1
| +0% | +$92 | 0.09% | 120 |
|
|
2022
Q1 | $414K | Buy |
3,837
+32
| +0.8% | +$3.45K | 0.09% | 117 |
|
|
2021
Q4 | $436K | Buy |
3,805
+2
| +0.1% | +$229 | 0.09% | 113 |
|
|
2021
Q3 | $415K | Buy |
3,803
+819
| +27% | +$89.4K | 0.09% | 115 |
|
|
2021
Q2 | $337K | Buy |
2,984
+53
| +2% | +$5.99K | 0.07% | 127 |
|
|
2021
Q1 | $318K | Sell |
2,931
-73
| -2% | -$7.92K | 0.08% | 125 |
|
|
2020
Q4 | $276K | Buy |
+3,004
| New | +$276K | 0.07% | 125 |
|