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