NEIRG 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 | – | Sell |
-3,537
| Closed | -$353K | – | 47 |
|
|
2023
Q2 | $353K | Hold |
3,537
| – | – | 0.07% | 111 |
|
|
2023
Q1 | $342K | Sell |
3,537
-366
| -9% | -$35.4K | 0.06% | 120 |
|
|
2022
Q4 | $369K | Sell |
3,903
-344
| -8% | -$32.6K | 0.07% | 119 |
|
|
2022
Q3 | $370K | Sell |
4,247
-277
| -6% | -$24.1K | 0.07% | 113 |
|
|
2022
Q2 | $418K | Hold |
4,524
| – | – | 0.09% | 105 |
|
|
2022
Q1 | $488K | Buy |
4,524
+344
| +8% | +$37.1K | 0.1% | 98 |
|
|
2021
Q4 | $479K | Buy |
+4,180
| New | +$479K | 0.09% | 92 |
|