Parker Investment 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
Q1 | – | Sell |
-3,998
| Closed | -$378K | – | 28 |
|
|
2022
Q4 | $378K | Buy |
+3,998
| New | +$378K | 0.09% | 20 |
|
|
2018
Q4 | – | Sell |
-23,814
| Closed | -$2.08M | – | 31 |
|
|
2018
Q3 | $2.08M | Buy |
23,814
+3,304
| +16% | +$288K | 0.63% | 12 |
|
|
2018
Q2 | $1.71M | Buy |
20,510
+1,250
| +6% | +$104K | 0.59% | 12 |
|
|
2018
Q1 | $1.48M | Buy |
19,260
+409
| +2% | +$31.5K | 0.53% | 13 |
|
|
2017
Q4 | $1.45M | Sell |
18,851
-579
| -3% | -$44.4K | 0.53% | 14 |
|
|
2017
Q3 | $1.44M | Buy |
19,430
+590
| +3% | +$43.8K | 0.63% | 13 |
|
|
2017
Q2 | $1.32M | Sell |
18,840
-3,076
| -14% | -$216K | 0.66% | 11 |
|
|
2017
Q1 | $1.52M | Sell |
21,916
-6,088
| -22% | -$421K | 0.78% | 12 |
|
|
2016
Q4 | $1.93M | Buy |
+28,004
| New | +$1.93M | 1.04% | 12 |
|