Rede Wealth’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
Q2 | – | Sell |
-7,525
| Closed | -$812K | – | 111 |
|
|
2022
Q1 | $812K | Sell |
7,525
-112
| -1% | -$12.1K | 0.38% | 36 |
|
|
2021
Q4 | $874K | Buy |
7,637
+491
| +7% | +$56.2K | 0.44% | 33 |
|
|
2021
Q3 | $780K | Buy |
7,146
+1,163
| +19% | +$127K | 0.42% | 35 |
|
|
2021
Q2 | $676K | Buy |
5,983
+198
| +3% | +$22.4K | 0.36% | 39 |
|
|
2021
Q1 | $628K | Buy |
5,785
+710
| +14% | +$77.1K | 0.36% | 39 |
|
|
2020
Q4 | $467K | Buy |
+5,075
| New | +$467K | 0.32% | 44 |
|