Cumberland Partners’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
2022 Q1	–	Sell	-4,719	Closed	-$540K	–	188
2021 Q4	$540K	Sell	4,719 -4,179	-47%	-$478K	0.04%	150
2021 Q3	$972K	Buy	+8,898	New	+$972K	0.08%	126