Threshold 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
2017
Q3
$3.53M Sell
47,518
-2,408
-5% -$179K 2.81% 12
2017
Q2
$3.5M Sell
49,926
-63
-0.1% -$4.42K 3.09% 11
2017
Q1
$3.46M Buy
49,989
+83
+0.2% +$5.74K 3.33% 9
2016
Q4
$3.43M Buy
49,906
+5,308
+12% +$365K 2.99% 12
2016
Q3
$2.77M Sell
44,598
-698
-2% -$43.3K 2.68% 12
2016
Q2
$2.63M Buy
45,296
+182
+0.4% +$10.6K 2.63% 14
2016
Q1
$2.54M Sell
45,114
-146
-0.3% -$8.22K 3.52% 12
2015
Q4
$2.49M Buy
+45,260
New +$2.49M 3.3% 10