Certus Wealth Management’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
2024
Q1
Sell
-2,603
Closed -$282K 51
2023
Q4
$282K Buy
2,603
+18
+0.7% +$1.95K 0.24% 51
2023
Q3
$244K Sell
2,585
-111
-4% -$10.5K 0.23% 52
2023
Q2
$269K Buy
+2,696
New +$269K 0.27% 54