Beta Wealth Group’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	-6,129	Closed	-$669K	–	96
2021 Q4	$669K	Hold	6,129	–	–	0.48%	40
2021 Q3	$669K	Buy	6,129 +534	+10%	+$58.3K	0.48%	40
2021 Q2	$632K	Buy	5,595 +72	+1%	+$8.13K	0.44%	39
2021 Q1	$599K	Buy	+5,523	New	+$599K	0.44%	41