Maripau 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
Q2 | – | Sell |
-6,561
| Closed | -$634K | – | 102 |
|
|
2023
Q1 | $634K | Sell |
6,561
-129
| -2% | -$12.5K | 0.66% | 37 |
|
|
2022
Q4 | $660K | Sell |
6,690
-1,277
| -16% | -$126K | 0.69% | 37 |
|
|
2022
Q3 | $780K | Sell |
7,967
-1,941
| -20% | -$190K | 0.84% | 33 |
|
|
2022
Q2 | $1.01M | Buy |
9,908
+2,452
| +33% | +$250K | 1.09% | 24 |
|
|
2022
Q1 | $774K | Buy |
7,456
+145
| +2% | +$15.1K | 0.7% | 33 |
|
|
2021
Q4 | $780K | Buy |
+7,311
| New | +$780K | 0.74% | 31 |
|