Aletheian Wealth 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
2022
Q1
Sell
-1,767
Closed -$202K 55
2021
Q4
$202K Buy
+1,767
New +$202K 0.2% 48