Gupta Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q1
$269K Sell
2015
Q4
$335K Sell
2015
Q3
$1.04M Buy
2015
Q2
$1.05M Buy
2015
Q1
$581K Buy