Compass Financial Group (Florida)’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	-2,466	Closed	-$238K	–	30
2023 Q1	$238K	Sell	2,466 -40	-2%	-$3.86K	0.15%	31
2022 Q4	$237K	Buy	+2,506	New	+$237K	0.15%	31