Miller Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-233,600
| Closed | -$19.6M | – | 74 |
|
|
2019
Q4 | $19.6M | Buy |
233,600
+20,996
| +10% | +$1.76M | 4.35% | 5 |
|
|
2019
Q3 | $16.5M | Sell |
212,604
-4,582
| -2% | -$357K | 3.76% | 6 |
|
|
2019
Q2 | $17M | Sell |
217,186
-4,277
| -2% | -$335K | 3.88% | 7 |
|
|
2019
Q1 | $17.1M | Sell |
221,463
-8,129
| -4% | -$627K | 4.49% | 5 |
|
|
2018
Q4 | $15.9M | Buy |
+229,592
| New | +$15.9M | 4.68% | 5 |
|