Zeke Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,730
| Closed | -$209K | – | 238 |
|
|
2020
Q1 | $209K | Buy |
+3,730
| New | +$209K | 0.06% | 188 |
|
|
2019
Q1 | – | Sell |
-4,321
| Closed | -$300K | – | 571 |
|
|
2018
Q4 | $300K | Buy |
4,321
+1,413
| +49% | +$98.1K | 0.03% | 434 |
|
|
2018
Q3 | $254K | Buy |
2,908
+459
| +19% | +$40.1K | 0.02% | 551 |
|
|
2018
Q2 | $204K | Buy |
+2,449
| New | +$204K | 0.02% | 559 |
|