Progressive 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
Q4 | – | Sell |
-2,400
| Closed | -$226K | – | 61 |
|
2023
Q3 | $226K | Hold |
2,400
| – | – | 0.07% | 49 |
|
2023
Q2 | $239K | Hold |
2,400
| – | – | 0.07% | 48 |
|
2023
Q1 | $232K | Hold |
2,400
| – | – | 0.07% | 52 |
|
2022
Q4 | $227K | Hold |
2,400
| – | – | 0.09% | 49 |
|
2022
Q3 | $209K | Hold |
2,400
| – | – | 0.09% | 48 |
|
2022
Q2 | $222K | Hold |
2,400
| – | – | 0.09% | 47 |
|
2022
Q1 | $259K | Hold |
2,400
| – | – | 0.08% | 47 |
|
2021
Q4 | $275K | Hold |
2,400
| – | – | 0.08% | 50 |
|
2021
Q3 | $262K | Buy |
+2,400
| New | +$262K | 0.08% | 49 |
|