DHK Financial 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
2022
Q3
Sell
-23,977
Closed -$2.22M 38
2022
Q2
$2.22M Buy
23,977
+24
+0.1% +$2.22K 2.12% 14
2022
Q1
$2.58M Buy
23,953
+244
+1% +$26.3K 2.18% 14
2021
Q4
$2.72M Buy
+23,709
New +$2.72M 2.56% 12