Vickerman & Driscoll 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $251K | Sell |
4,465
-5,387
| -55% | -$303K | 0.15% | 66 |
|
|
2019
Q4 | $826K | Sell |
9,852
-729
| -7% | -$61.1K | 0.42% | 46 |
|
|
2019
Q3 | $824K | Sell |
10,581
-189
| -2% | -$14.7K | 0.45% | 50 |
|
|
2019
Q2 | $843K | Buy |
10,770
+51
| +0.5% | +$3.99K | 0.47% | 50 |
|
|
2019
Q1 | $827K | Buy |
10,719
+77
| +0.7% | +$5.94K | 0.47% | 49 |
|
|
2018
Q4 | $738K | Sell |
10,642
-89
| -0.8% | -$6.17K | 0.57% | 45 |
|
|
2018
Q3 | $936K | Sell |
10,731
-1,044
| -9% | -$91.1K | 0.65% | 44 |
|
|
2018
Q2 | $983K | Sell |
11,775
-2,318
| -16% | -$194K | 0.72% | 42 |
|
|
2018
Q1 | $1.09M | Sell |
14,093
-3,666
| -21% | -$282K | 0.8% | 40 |
|
|
2017
Q4 | $1.36M | Buy |
+17,759
| New | +$1.36M | 1.07% | 26 |
|