Independent Portfolio Consultants’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
2017
Q1
Sell
-10,300
Closed -$708K 856
2016
Q4
$708K Sell
10,300
-7,330
-42% -$504K 0.23% 159
2016
Q3
$1.09M Buy
17,630
+3,990
+29% +$248K 0.34% 81
2016
Q2
$793K Buy
+13,640
New +$793K 0.25% 122