Standard Family Office’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 | – | Sell |
-17,500
| Closed | -$1.53M | – | 213 |
|
|
2022
Q3 | $1.53M | Buy |
+17,500
| New | +$1.53M | 0.67% | 6 |
|
|
2022
Q2 | – | Sell |
-7,500
| Closed | -$809K | – | 233 |
|
|
2022
Q1 | $809K | Buy |
+7,500
| New | +$809K | 0.22% | 6 |
|
|
2021
Q3 | – | Sell |
-27,000
| Closed | -$3.05M | – | 290 |
|
|
2021
Q2 | $3.05M | Hold |
27,000
| – | – | 0.63% | 10 |
|
|
2021
Q1 | $2.93M | Hold |
27,000
| – | – | 0.69% | 8 |
|
|
2020
Q4 | $2.48M | Buy |
+27,000
| New | +$2.48M | 0.59% | 9 |
|