Capstone Financial 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
2020
Q3
$25K Hold
342
0.02% 146
2020
Q2
$23K Buy
+342
New +$23K 0.02% 146
2020
Q1
Sell
-362
Closed -$30K 151
2019
Q4
$30K Buy
+362
New +$30K 0.03% 135