Appropriate Balance Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$240K Buy
2017
Q2
$240K Buy
2017
Q1
$242K Sell
2016
Q4
$17.2M Sell
2016
Q3
$15.9M Sell
2016
Q2
$15.2M Sell
2016
Q1
$16.7M Sell
2015
Q4
$16.6M Buy