Rational Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,156
| Closed | -$198K | – | 197 |
|
|
2020
Q4 | $198K | Buy |
+2,156
| New | +$198K | 0.05% | 147 |
|
|
2020
Q1 | – | Sell |
-8,783
| Closed | -$736K | – | 335 |
|
|
2019
Q4 | $736K | Buy |
+8,783
| New | +$736K | 0.35% | 81 |
|
|
2016
Q2 | – | Sell |
-21,000
| Closed | -$1.18M | – | 231 |
|
|
2016
Q1 | $1.18M | Buy |
+21,000
| New | +$1.18M | 0.78% | 36 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 86 |
|