VitalStone Financial’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
Q3 | $457K | Sell |
3,909
-414
| -10% | -$48.4K | 0.31% | 67 |
|
|
2024
Q2 | $461K | Sell |
4,323
-14,614
| -77% | -$1.56M | 0.33% | 60 |
|
|
2024
Q1 | $2.09M | Sell |
18,937
-19,972
| -51% | -$2.21M | 1.6% | 14 |
|
|
2023
Q4 | $4.21M | Buy |
38,909
+6,998
| +22% | +$758K | 3.37% | 5 |
|
|
2023
Q3 | $2.92M | Buy |
31,911
+31,860
| +62,471% | +$2.91M | 2.46% | 11 |
|
|
2023
Q2 | $5K | Buy |
51
+26
| +104% | +$2.55K | ﹤0.01% | 718 |
|
|
2023
Q1 | $3K | Sell |
25
-26
| -51% | -$3.12K | ﹤0.01% | 273 |
|
|
2022
Q4 | $5K | Buy |
+51
| New | +$5K | ﹤0.01% | 396 |
|