Integrated Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Integrated Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$954K	Buy
2016 Q4	$767K	Sell
2016 Q3	$719K	Sell
2016 Q2	$727K	Sell
2016 Q1	$774K	Sell
2015 Q4	$772K	Sell
2015 Q3	$777K	Hold
2015 Q2	$860K	Buy
2015 Q1	$831K	Buy