Altus Wealth 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
Q3
Sell
-49,000
Closed -$4.53M 33
2022
Q2
$4.53M Buy
49,000
+413
+0.9% +$38.2K 3.52% 7
2022
Q1
$5.24M Buy
48,587
+740
+2% +$79.8K 3.61% 6
2021
Q4
$5.48M Buy
+47,847
New +$5.48M 3.26% 8