WC Walker & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $11.7M | Buy |
114,335
+3,235
| +3% | +$331K | 6.2% | 4 |
|
|
2022
Q3 | $10.6M | Sell |
111,100
-2,286
| -2% | -$219K | 6.04% | 4 |
|
|
2022
Q2 | $10.6M | Buy |
113,386
+707
| +0.6% | +$65.9K | 6.2% | 3 |
|
|
2022
Q1 | $11.9M | Buy |
112,679
+3,092
| +3% | +$327K | 6.18% | 3 |
|
|
2021
Q4 | $12.4M | Buy |
109,587
+5,730
| +6% | +$650K | 6.15% | 3 |
|
|
2021
Q3 | $11.3M | Sell |
103,857
-4,916
| -5% | -$537K | 6.07% | 3 |
|
|
2021
Q2 | $12.2M | Sell |
108,773
-937
| -0.9% | -$105K | 6.42% | 3 |
|
|
2021
Q1 | $12.1M | Sell |
109,710
-1,405
| -1% | -$155K | 6.88% | 3 |
|
|
2020
Q4 | $11.8M | Buy |
+111,115
| New | +$11.8M | 6.77% | 3 |
|