Advance Capital 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
2024 Q1	–	Sell	-1,970	Closed	-$213K	–	151
2023 Q4	$213K	Sell	1,970 -1,069	-35%	-$116K	0.02%	125
2023 Q3	$287K	Buy	+3,039	New	+$287K	0.03%	96