MRA Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,856
| Closed | -$213K | – | 117 |
|
|
2021
Q4 | $213K | Sell |
1,856
-405
| -18% | -$46.5K | 0.16% | 111 |
|
|
2021
Q3 | $247K | Hold |
2,261
| – | – | 0.21% | 100 |
|
|
2021
Q2 | $255K | Sell |
2,261
-101
| -4% | -$11.4K | 0.22% | 98 |
|
|
2021
Q1 | $256K | Sell |
2,362
-263
| -10% | -$28.5K | 0.24% | 84 |
|
|
2020
Q4 | $241K | Buy |
+2,625
| New | +$241K | 0.24% | 90 |
|