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One Charles Private Wealth Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

One Charles Private Wealth Services’s Portfolio IJR Stock Details IJR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-64,774
Closed -$4.55M – 39
2020
Q3 		$4.55M Buy
64,774
+2,330
+4% +$164K 2.8% 12
2020
Q2 		$4.26M Buy
+62,444
New +$4.26M 2.21% 13