Oliver Lagore Vanvalin Investment 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $3.67K | Hold |
32
| – | – | ﹤0.01% | 537 |
|
2024
Q3 | $3.69K | Buy |
32
+1
| +3% | +$115 | ﹤0.01% | 528 |
|
2024
Q2 | $3.35K | Hold |
31
| – | – | ﹤0.01% | 549 |
|
2024
Q1 | $3.46K | Sell |
31
-74
| -70% | -$8.26K | ﹤0.01% | 556 |
|
2023
Q4 | $11.4K | Sell |
105
-4
| -4% | -$434 | ﹤0.01% | 388 |
|
2023
Q3 | $10.3K | Sell |
109
-10
| -8% | -$943 | ﹤0.01% | 432 |
|
2023
Q2 | $11.9K | Buy |
119
+91
| +325% | +$9.07K | ﹤0.01% | 438 |
|
2023
Q1 | $2.68K | Sell |
28
-1,001
| -97% | -$96K | ﹤0.01% | 560 |
|
2022
Q4 | $97.4K | Sell |
1,029
-1,026
| -50% | -$97.1K | 0.06% | 119 |
|
2022
Q3 | $179K | Buy |
2,055
+2,033
| +9,241% | +$177K | 0.12% | 91 |
|
2022
Q2 | $2K | Sell |
22
-2,996
| -99% | -$272K | ﹤0.01% | 497 |
|
2022
Q1 | $339K | Buy |
+3,018
| New | +$339K | 0.23% | 74 |
|