HHRDM

H&H Retirement Design & Management’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,445	Closed	-$341K	–	74
2022 Q4	$341K	Sell	3,445 -434	-11%	-$42.9K	0.29%	57
2022 Q3	$331K	Sell	3,879 -4	-0.1%	-$341	0.31%	55
2022 Q2	$377K	Buy	+3,883	New	+$377K	0.28%	56