WNY Asset Management’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
Q2 | – | Sell |
-2,015
| Closed | -$217K | – | 172 |
|
2022
Q1 | $217K | Hold |
2,015
| – | – | 0.07% | 153 |
|
2021
Q4 | $232K | Hold |
2,015
| – | – | 0.07% | 146 |
|
2021
Q3 | $220K | Hold |
2,015
| – | – | 0.08% | 145 |
|
2021
Q2 | $228K | Hold |
2,015
| – | – | 0.08% | 137 |
|
2021
Q1 | $219K | Buy |
+2,015
| New | +$219K | 0.09% | 126 |
|