UOMF
University of Massachusetts Foundation’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-214,943
| Closed | -$15.1M | – | 4 |
|
|
2020
Q3 | $15.1M | Hold |
214,943
| – | – | 14.67% | 4 |
|
|
2020
Q2 | $14.7M | Hold |
214,943
| – | – | 13.09% | 4 |
|
|
2020
Q1 | $12.1M | Hold |
214,943
| – | – | 6.14% | 6 |
|
|
2019
Q4 | $18M | Buy |
+214,943
| New | +$18M | 12.02% | 3 |
|