Mangham 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
2023
Q3
$2.41M Buy
25,616
+84
+0.3% +$7.92K 4.48% 5
2023
Q2
$2.54M Buy
25,532
+2,780
+12% +$277K 4.33% 5
2023
Q1
$2.2M Buy
22,752
+10,471
+85% +$1.01M 3.48% 7
2022
Q4
$1.16M Buy
12,281
+10,377
+545% +$982K 1.69% 7
2022
Q3
$166K Hold
1,904
0.2% 16
2022
Q2
$176K Buy
+1,904
New +$176K 0.19% 15