BMS Financial Advisors’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
2023
Q2
$233K Buy
2023
Q1
$226K Sell
2022
Q4
$3.19M Buy
2022
Q3
$1.09M Sell
2022
Q2
$3.25M Buy
2022
Q1
$2.18M Sell
2021
Q4
$3.25M Buy