Cascade Investment Advisors’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
2023
Q2
Sell
-371
Closed -$35.9K 154
2023
Q1
$35.9K Buy
+371
New +$35.9K 0.03% 156
2022
Q3
Sell
-371
Closed -$34.3K 155
2022
Q2
$34.3K Hold
371
0.03% 168
2022
Q1
$40K Buy
+371
New +$40K 0.02% 178