Prosperity Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,045
| Closed | -$234K | – | 95 |
|
|
2021
Q4 | $234K | Sell |
2,045
-335
| -14% | -$38.3K | 0.12% | 71 |
|
|
2021
Q3 | $260K | Sell |
2,380
-115
| -5% | -$12.6K | 0.14% | 69 |
|
|
2021
Q2 | $282K | Sell |
2,495
-123
| -5% | -$13.9K | 0.17% | 61 |
|
|
2021
Q1 | $284K | Buy |
2,618
+125
| +5% | +$13.6K | 0.2% | 60 |
|
|
2020
Q4 | $229K | Buy |
+2,493
| New | +$229K | 0.19% | 64 |
|