Gupta 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
2016
Q1
$269K Sell
4,774
-1,310
-22% -$73.8K 0.06% 208
2015
Q4
$335K Sell
6,084
-13,396
-69% -$738K 0.09% 178
2015
Q3
$1.04M Buy
19,480
+1,582
+9% +$84.3K 0.25% 83
2015
Q2
$1.06M Buy
17,898
+8,048
+82% +$474K 0.26% 88
2015
Q1
$581K Buy
+9,850
New +$581K 0.17% 118