Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $2.8M | Buy |
24,770
+736
| +3% | +$83.1K | 1.02% | 16 |
|
|
2021
Q1 | $2.61M | Buy |
24,034
+2,087
| +10% | +$226K | 1% | 13 |
|
|
2020
Q4 | $2.02M | Buy |
21,947
+1,266
| +6% | +$116K | 0.87% | 18 |
|
|
2020
Q3 | $1.45M | Buy |
20,681
+5,416
| +35% | +$380K | 0.71% | 23 |
|
|
2020
Q2 | $1.04M | Buy |
15,265
+7,651
| +100% | +$522K | 0.62% | 26 |
|
|
2020
Q1 | $427K | Buy |
7,614
+3,777
| +98% | +$212K | 0.32% | 43 |
|
|
2019
Q4 | $322K | Buy |
+3,837
| New | +$322K | 0.21% | 64 |
|