Titus Wealth Management’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
Q2 | $471K | Buy |
5,095
+349
| +7% | +$32.3K | 0.24% | 71 |
|
|
2022
Q1 | $512K | Buy |
4,746
+55
| +1% | +$5.93K | 0.23% | 74 |
|
|
2021
Q4 | $537K | Buy |
4,691
+35
| +0.8% | +$4.01K | 0.24% | 72 |
|
|
2021
Q3 | $509K | Buy |
4,656
+1,370
| +42% | +$150K | 0.27% | 67 |
|
|
2021
Q2 | $371K | Sell |
3,286
-92
| -3% | -$10.4K | 0.2% | 84 |
|
|
2021
Q1 | $367K | Buy |
3,378
+54
| +2% | +$5.87K | 0.21% | 81 |
|
|
2020
Q4 | $305K | Buy |
3,324
+176
| +6% | +$16.1K | 0.19% | 91 |
|
|
2020
Q3 | $221K | Buy |
+3,148
| New | +$221K | 0.16% | 106 |
|
|
2020
Q1 | – | Sell |
-3,110
| Closed | -$261K | – | 107 |
|
|
2019
Q4 | $261K | Buy |
+3,110
| New | +$261K | 0.26% | 82 |
|