Shelter Mutual Insurance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,960
| Closed | -$316K | – | 58 |
|
|
2024
Q2 | $316K | Hold |
2,960
| – | – | 0.08% | 58 |
|
|
2024
Q1 | $327K | Hold |
2,960
| – | – | 0.08% | 58 |
|
|
2023
Q4 | $320K | Hold |
2,960
| – | – | 0.09% | 58 |
|
|
2023
Q3 | $279K | Hold |
2,960
| – | – | 0.08% | 60 |
|
|
2023
Q2 | $295K | Buy |
+2,960
| New | +$295K | 0.07% | 67 |
|