Prestige Wealth Management 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,109
| Closed | -$105K | – | 1109 |
|
|
2022
Q4 | $105K | Buy |
+1,109
| New | +$105K | 0.03% | 190 |
|
|
2020
Q1 | – | Sell |
-1,088
| Closed | -$91K | – | 951 |
|
|
2019
Q4 | $91K | Sell |
1,088
-40
| -4% | -$3.35K | 0.05% | 172 |
|
|
2019
Q3 | $88K | Hold |
1,128
| – | – | 0.05% | 160 |
|
|
2019
Q2 | $88K | Sell |
1,128
-73
| -6% | -$5.7K | 0.05% | 161 |
|
|
2019
Q1 | $93K | Hold |
1,201
| – | – | 0.06% | 150 |
|
|
2018
Q4 | $83K | Buy |
+1,201
| New | +$83K | 0.06% | 158 |
|