Holistic Financial 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
2019
Q2
Sell
-5,872
Closed -$453K 93
2019
Q1
$453K Buy
+5,872
New +$453K 0.19% 56