NewFocus Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.27M | Buy |
68,187
+2,018
| +3% | +$185K | 1.84% | 13 |
|
|
2020
Q3 | $4.65M | Buy |
66,169
+13,336
| +25% | +$937K | 1.55% | 16 |
|
|
2020
Q2 | $3.61M | Buy |
52,833
+30,122
| +133% | +$2.06M | 1.29% | 23 |
|
|
2020
Q1 | $1.27M | Buy |
22,711
+1,773
| +8% | +$99.5K | 0.59% | 46 |
|
|
2019
Q4 | $1.76M | Buy |
20,938
+11,890
| +131% | +$997K | 0.69% | 42 |
|
|
2019
Q3 | $704K | Buy |
+9,048
| New | +$704K | 0.31% | 56 |
|