StrategIQ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.15M | Buy |
10,606
+275
| +3% | +$29.8K | 0.13% | 134 |
|
|
2023
Q3 | $975K | Sell |
10,331
-276
| -3% | -$26K | 0.11% | 139 |
|
|
2023
Q2 | $1.06M | Buy |
10,607
+269
| +3% | +$26.8K | 0.12% | 135 |
|
|
2023
Q1 | $1,000K | Buy |
10,338
+212
| +2% | +$20.5K | 0.12% | 131 |
|
|
2022
Q4 | $958K | Sell |
10,126
-260
| -3% | -$24.6K | 0.11% | 129 |
|
|
2022
Q3 | $906K | Sell |
10,386
-171
| -2% | -$14.9K | 0.12% | 126 |
|
|
2022
Q2 | $976K | Sell |
10,557
-133
| -1% | -$12.3K | 0.12% | 125 |
|
|
2022
Q1 | $1.15M | Sell |
10,690
-15
| -0.1% | -$1.62K | 0.13% | 125 |
|
|
2021
Q4 | $1.23M | Buy |
10,705
+420
| +4% | +$48.1K | 0.12% | 118 |
|
|
2021
Q3 | $1.12M | Buy |
10,285
+976
| +10% | +$107K | 0.22% | 87 |
|
|
2021
Q2 | $1.05M | Sell |
9,309
-129
| -1% | -$14.6K | 0.21% | 93 |
|
|
2021
Q1 | $1.02M | Sell |
9,438
-251
| -3% | -$27.2K | 0.22% | 89 |
|
|
2020
Q4 | $890K | Sell |
9,689
-721
| -7% | -$66.2K | 0.2% | 99 |
|
|
2020
Q3 | $731K | Sell |
10,410
-793
| -7% | -$55.7K | 0.18% | 101 |
|
|
2020
Q2 | $765K | Sell |
11,203
-1,746
| -13% | -$119K | 0.21% | 96 |
|
|
2020
Q1 | $727K | Sell |
12,949
-321
| -2% | -$18K | 0.23% | 89 |
|
|
2019
Q4 | $1.11M | Buy |
13,270
+3,713
| +39% | +$311K | 0.29% | 78 |
|
|
2019
Q3 | $744K | Buy |
9,557
+680
| +8% | +$52.9K | 0.21% | 106 |
|
|
2019
Q2 | $695K | Buy |
8,877
+1,049
| +13% | +$82.1K | 0.2% | 110 |
|
|
2019
Q1 | $604K | Sell |
7,828
-313
| -4% | -$24.2K | 0.19% | 112 |
|
|
2018
Q4 | $564K | Buy |
8,141
+4,934
| +154% | +$342K | 0.19% | 107 |
|
|
2018
Q3 | $280K | Buy |
+3,207
| New | +$280K | 0.09% | 157 |
|