Impact Partnership Wealth’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
2024 Q2	–	Sell	-723	Closed	-$79.9K	–	451
2024 Q1	$79.9K	Sell	723 -254	-26%	-$28.1K	0.03%	277
2023 Q4	$106K	Sell	977 -68,767	-99%	-$7.44M	0.04%	238
2023 Q3	$6.58M	Buy	69,744 +69,689	+126,707%	+$6.57M	2.05%	11
2023 Q2	$5.48K	Buy	+55	New	+$5.48K	﹤0.01%	490