Shone Asset 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
2020
Q4
$2.09M Sell
22,946
-107
-0.5% -$9.74K 1.62% 17
2020
Q3
$1.76M Sell
23,053
-466
-2% -$35.5K 1.57% 17
2020
Q2
$1.68M Sell
23,519
-469
-2% -$33.4K 1.66% 17
2020
Q1
$1.5M Buy
+23,988
New +$1.5M 1.78% 16