Tucker Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $348K | Buy |
3,019
+765
| +34% | +$88.1K | 0.04% | 82 |
|
|
2024
Q3 | $264K | Buy |
2,254
+1,308
| +138% | +$153K | 0.06% | 114 |
|
|
2024
Q2 | $101K | Buy |
946
+161
| +21% | +$17.2K | 0.02% | 261 |
|
|
2024
Q1 | $86.8K | Buy |
785
+700
| +824% | +$77.4K | 0.02% | 314 |
|
|
2023
Q4 | $9.2K | Buy |
85
+1
| +1% | +$108 | ﹤0.01% | 713 |
|
|
2023
Q3 | $7.92K | Sell |
84
-60
| -42% | -$5.66K | ﹤0.01% | 713 |
|
|
2023
Q2 | $14.4K | Sell |
144
-19
| -12% | -$1.89K | ﹤0.01% | 451 |
|
|
2023
Q1 | $15.8K | Buy |
163
+42
| +35% | +$4.06K | ﹤0.01% | 465 |
|
|
2022
Q4 | $11.5K | Sell |
121
-1,382
| -92% | -$131K | ﹤0.01% | 318 |
|
|
2022
Q3 | $147K | Buy |
1,503
+1,460
| +3,395% | +$143K | 0.05% | 56 |
|
|
2022
Q2 | $3.97K | Sell |
43
-198
| -82% | -$18.3K | ﹤0.01% | 369 |
|
|
2022
Q1 | $26K | Buy |
241
+200
| +488% | +$21.6K | 0.01% | 130 |
|
|
2021
Q4 | $4.7K | Hold |
41
| – | – | ﹤0.01% | 315 |
|
|
2021
Q3 | $4.64K | Hold |
41
| – | – | ﹤0.01% | 257 |
|
|
2021
Q2 | $4.63K | Hold |
41
| – | – | ﹤0.01% | 242 |
|
|
2021
Q1 | $4.45K | Buy |
41
+21
| +105% | +$2.28K | ﹤0.01% | 235 |
|
|
2020
Q4 | $1.84K | Buy |
+20
| New | +$1.84K | ﹤0.01% | 276 |
|