Arcadia Wealth Management (New Hampshire)’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
2023
Q3
Sell
-6,266
Closed -$624K 50
2023
Q2
$624K Sell
6,266
-12,854
-67% -$1.28M 0.46% 31
2023
Q1
$1.85M Sell
19,120
-3,496
-15% -$338K 1.53% 19
2022
Q4
$2.14M Buy
+22,616
New +$2.14M 1.88% 17