WealthStone’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
Q1 | $5.95M | Buy |
54,783
+3,690
| +7% | +$400K | 2.07% | 9 |
|
|
2020
Q4 | $4.7M | Sell |
51,093
-1,844
| -3% | -$169K | 1.67% | 12 |
|
|
2020
Q3 | $3.72M | Sell |
52,937
-9,829
| -16% | -$690K | 1.7% | 10 |
|
|
2020
Q2 | $4.29M | Sell |
62,766
-432,173
| -87% | -$29.5M | 2.04% | 8 |
|
|
2020
Q1 | $27.8M | Buy |
494,939
+443,718
| +866% | +$24.9M | 27.92% | 1 |
|
|
2019
Q4 | $4.29M | Sell |
51,221
-16,537
| -24% | -$1.39M | 2.54% | 10 |
|
|
2019
Q3 | $5.27M | Buy |
+67,758
| New | +$5.27M | 2.8% | 10 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 8 |
|