Carlos Curbelo bought iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IJR)
Carlos Curbelo (R-FL), a U.S. Representative, has disclosed 6 trades in iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IJR) since 2017, 4 purchases and 2 sales, worth an estimated $48K in disclosed volume (the midpoint of the dollar ranges members report, not exact amounts).
The trade highlighted here is a purchase: Carlos Curbelo bought $1,001 - $15,000 of iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IJR) on January 22, 2018. Since that trade, IJR is up +103.83% against the S&P 500 up +193.18%, an outperformance of -89.35%.
Across these filings, Carlos Curbelo has been a net buyer of IJR (a buy-to-sell ratio of 2.00). The most recent disclosed IJR transaction shown was dated August 28, 2018. Each row in the table below links to that trade and its post-trade performance versus the market.
Data updated
Carlos Curbelo's IJR trades vs the price
IJR is up +103.83% since Carlos Curbelo bought on January 22, 2018, versus +193.18% for the S&P 500.
Performance since this trade
All Carlos Curbelo IJR trades
Estimated profit is shown for buys only, marked to the latest close. It is an estimate and does not net later sells, taxes, or fees.
Carlos Curbelo & IJR trading FAQ
Is it legal for Carlos Curbelo to trade iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IJR) stock?
Yes. Members of Congress are allowed to trade individual stocks, including iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IJR), but the STOCK Act of 2012 requires them to publicly disclose each transaction within 45 days. Quantellect tracks those disclosures; this page does not imply the trade was improper.
When did Carlos Curbelo buy IJR?
Carlos Curbelo disclosed a purchase of $1,001 - $15,000 of iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IJR) on January 22, 2018, according to public STOCK Act filings.
How has IJR performed since Carlos Curbelo's trade?
Since Carlos Curbelo bought IJR on January 22, 2018, the stock is up +103.83%, versus +193.18% for the S&P 500 over the same period, an outperformance of -89.35%.
How many times has Carlos Curbelo traded IJR?
Carlos Curbelo has disclosed 6 IJR trades since 2017 (4 purchases and 2 sales). Every disclosed trade is listed on this page.
How soon must members of Congress disclose a trade?
Under the STOCK Act, members of Congress must publicly report a covered transaction within 45 days of the trade. Filings can still be delayed, amended, or contain errors.
Where can I see all congressional IJR trades?
Quantellect tracks every disclosed congressional trade in iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account (IJR) on the iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage account congressional trading page, which aggregates filings across all members of Congress.
Carlos Curbelo's IJR tradesAll congressional filings for iShares Core S&P Small-Cap ETF (IJR) F ILINg S TaTUS : New S UBHoLdINg o F : UBS Brokerage accountCarlos Curbelo's full profile
Not investment advice. Congressional trading data is sourced from public STOCK Act disclosures, which are filed with a delay and may contain errors or be revised. Estimated prices and post-trade returns are derived algorithmically from public filings and end-of-day market data and describe historical activity, not a recommendation. Always do your own research and consult a licensed financial advisor before making investment decisions.