Silicon Valley Capital Partners’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
Q2 | – | Hold |
0
| – | -$52 | – | 314 |
|
|
2024
Q1 | – | Sell |
-319
| Closed | -$34.5K | – | 298 |
|
|
2023
Q4 | $34.5K | Sell |
319
-265
| -45% | -$28.7K | 0.01% | 123 |
|
|
2023
Q3 | $55.1K | Hold |
584
| – | – | 0.01% | 97 |
|
|
2023
Q2 | $58.2K | Sell |
584
-132
| -18% | -$13.2K | 0.01% | 96 |
|
|
2023
Q1 | $69.3K | Buy |
716
+136
| +23% | +$13.2K | 0.01% | 92 |
|
|
2022
Q4 | $54.9K | Buy |
+580
| New | +$54.9K | 0.01% | 96 |
|
|
2021
Q4 | – | Sell |
-1,923
| Closed | -$210K | – | 78 |
|
|
2021
Q3 | $210K | Buy |
1,923
+9
| +0.5% | +$983 | 0.04% | 67 |
|
|
2021
Q2 | $216K | Buy |
+1,914
| New | +$216K | 0.04% | 60 |
|