Planned Solutions’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 | – | Sell |
-647
| Closed | -$75.6K | – | 360 |
|
|
2024
Q3 | $75.6K | Buy |
+647
| New | +$75.6K | 0.03% | 247 |
|
|
2024
Q1 | – | Sell |
-643
| Closed | -$69.6K | – | 304 |
|
|
2023
Q4 | $69.6K | Buy |
+643
| New | +$69.6K | 0.03% | 237 |
|
|
2021
Q1 | – | Sell |
-2,086
| Closed | -$192K | – | 227 |
|
|
2020
Q4 | $192K | Buy |
2,086
+1
| +0% | +$92 | 0.15% | 54 |
|
|
2020
Q3 | $146K | Buy |
+2,085
| New | +$146K | 0.14% | 62 |
|