Sensible Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-3,294
| Closed | -$228K | – | 27 |
|
|
2017
Q1 | $228K | Hold |
3,294
| – | – | 0.15% | 26 |
|
|
2016
Q4 | $226K | Hold |
3,294
| – | – | 0.16% | 25 |
|
|
2016
Q3 | $204K | Hold |
3,294
| – | – | 0.14% | 26 |
|
|
2016
Q2 | $191K | Hold |
3,294
| – | – | 0.13% | 26 |
|
|
2016
Q1 | $185K | Hold |
3,294
| – | – | 0.14% | 26 |
|
|
2015
Q4 | $181K | Hold |
3,294
| – | – | 0.14% | 26 |
|
|
2015
Q3 | $176K | Hold |
3,294
| – | – | 0.14% | 28 |
|
|
2015
Q2 | $194K | Buy |
+3,294
| New | +$194K | 0.16% | 31 |
|
|
2015
Q1 | – | Sell |
-1,406
| Closed | -$80K | – | 45 |
|
|
2014
Q4 | $80K | Hold |
1,406
| – | – | 0.08% | 40 |
|
|
2014
Q3 | $74K | Buy |
+1,406
| New | +$74K | 0.06% | 37 |
|