New Legacy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $566K | Hold |
6,000
| – | – | 1.55% | 14 |
|
|
2023
Q2 | $598K | Hold |
6,000
| – | – | 1.51% | 14 |
|
|
2023
Q1 | $580K | Hold |
6,000
| – | – | 1.65% | 14 |
|
|
2022
Q4 | $568K | Hold |
6,000
| – | – | 1.77% | 15 |
|
|
2022
Q3 | $523K | Hold |
6,000
| – | – | 1.35% | 15 |
|
|
2022
Q2 | $554K | Hold |
6,000
| – | – | 1.12% | 15 |
|
|
2022
Q1 | $647K | Hold |
6,000
| – | – | 0.24% | 15 |
|
|
2021
Q4 | $687K | Buy |
+6,000
| New | +$687K | 0.13% | 15 |
|