Wealthfront’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $215K | Buy |
2,470
+39
| +2% | +$3.4K | ﹤0.01% | 494 |
|
|
2018
Q2 | $203K | Sell |
2,431
-410
| -14% | -$34.2K | ﹤0.01% | 494 |
|
|
2018
Q1 | $219K | Sell |
2,841
-944
| -25% | -$72.8K | ﹤0.01% | 482 |
|
|
2017
Q4 | $291K | Sell |
3,785
-318
| -8% | -$24.4K | ﹤0.01% | 434 |
|
|
2017
Q3 | $305K | Buy |
4,103
+868
| +27% | +$64.5K | ﹤0.01% | 416 |
|
|
2017
Q2 | $227K | Buy |
+3,235
| New | +$227K | ﹤0.01% | 432 |
|
|
2015
Q4 | – | Sell |
-330
| Closed | -$18K | – | 643 |
|
|
2015
Q3 | $18K | Sell |
330
-1,014
| -75% | -$55.3K | ﹤0.01% | 787 |
|
|
2015
Q2 | $79K | Buy |
1,344
+248
| +23% | +$14.6K | ﹤0.01% | 446 |
|
|
2015
Q1 | $65K | Buy |
1,096
+530
| +94% | +$31.4K | ﹤0.01% | 457 |
|
|
2014
Q4 | $32K | Buy |
+566
| New | +$32K | ﹤0.01% | 519 |
|
|
2014
Q3 | – | Sell |
-216
| Closed | -$12K | – | 692 |
|
|
2014
Q2 | $12K | Buy |
+216
| New | +$12K | ﹤0.01% | 509 |
|