Resource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $585K | Buy |
5,105
+1,089
| +27% | +$125K | 0.06% | 93 |
|
|
2021
Q3 | $439K | Hold |
4,016
| – | – | 0.05% | 112 |
|
|
2021
Q2 | $454K | Buy |
4,016
+29
| +0.7% | +$3.28K | 0.05% | 110 |
|
|
2021
Q1 | $433K | Buy |
3,987
+20
| +0.5% | +$2.17K | 0.05% | 113 |
|
|
2020
Q4 | $365K | Buy |
+3,967
| New | +$365K | 0.05% | 119 |
|
|
2020
Q2 | – | Sell |
-4,555
| Closed | -$256K | – | 148 |
|
|
2020
Q1 | $256K | Buy |
4,555
+87
| +2% | +$4.89K | 0.05% | 109 |
|
|
2019
Q4 | $375K | Buy |
+4,468
| New | +$375K | 0.06% | 105 |
|