BAWC

Boyce & Associates Wealth Consulting’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-9,504	Closed	-$1.03M	–	62
2023 Q4	$1.03M	Sell	9,504 -259	-3%	-$28K	1.5%	15
2023 Q3	$921K	Buy	9,763 +338	+4%	+$31.9K	1.53%	15
2023 Q2	$939K	Buy	+9,425	New	+$939K	1.57%	15