Sanford Advisory Services’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
Q4 | $2.38M | Sell |
25,135
-5,176
| -17% | -$490K | 0.57% | 32 |
|
|
2022
Q3 | $2.64M | Sell |
30,311
-411
| -1% | -$35.8K | 0.75% | 23 |
|
|
2022
Q2 | $2.84M | Sell |
30,722
-309
| -1% | -$28.6K | 0.8% | 16 |
|
|
2022
Q1 | $3.35M | Buy |
31,031
+1,179
| +4% | +$127K | 0.91% | 16 |
|
|
2021
Q4 | $3.42M | Buy |
29,852
+2,643
| +10% | +$303K | 0.77% | 16 |
|
|
2021
Q3 | $2.97M | Buy |
27,209
+1,263
| +5% | +$138K | 0.75% | 17 |
|
|
2021
Q2 | $2.93M | Buy |
25,946
+1,735
| +7% | +$196K | 0.75% | 16 |
|
|
2021
Q1 | $2.63M | Buy |
24,211
+9,502
| +65% | +$1.03M | 0.73% | 17 |
|
|
2020
Q4 | $1.35M | Buy |
+14,709
| New | +$1.35M | 0.43% | 28 |
|