Invera Wealth Advisors’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
Q1
Sell
-23,473
Closed -$2.54M 79
2023
Q4
$2.54M Buy
+23,473
New +$2.54M 1.59% 23