US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,209
| Closed | -$250K | – | 70 |
|
|
2021
Q2 | $250K | Sell |
2,209
-13,524
| -86% | -$1.53M | 0.12% | 61 |
|
|
2021
Q1 | $1.71M | Buy |
15,733
+624
| +4% | +$67.7K | 0.47% | 44 |
|
|
2020
Q4 | $1.39M | Buy |
+15,109
| New | +$1.39M | 0.42% | 43 |
|
|
2016
Q1 | – | Sell |
-2,492
| Closed | -$137K | – | 543 |
|
|
2015
Q4 | $137K | Buy |
2,492
+170
| +7% | +$9.35K | 0.13% | 76 |
|
|
2015
Q3 | $124K | Buy |
2,322
+684
| +42% | +$36.5K | 0.21% | 61 |
|
|
2015
Q2 | $97K | Hold |
1,638
| – | – | 0.09% | 69 |
|
|
2015
Q1 | $97K | Sell |
1,638
-616
| -27% | -$36.5K | 0.09% | 69 |
|
|
2014
Q4 | $129K | Buy |
+2,254
| New | +$129K | 0.12% | 67 |
|