Argent 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
2020
Q2
$721K Sell
9,553
-1,363
-12% -$103K 0.12% 93
2020
Q1
$602K Hold
10,916
0.12% 88
2019
Q4
$915K Buy
+10,916
New +$915K 0.15% 87