Jackson Wealth Management’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
2015
Q4
Sell
-79,264
Closed -$4.22M 92
2015
Q3
$4.22M Buy
79,264
+4,322
+6% +$230K 1.51% 14
2015
Q2
$4.41M Buy
74,942
+3,386
+5% +$199K 1.49% 12
2015
Q1
$4.22M Buy
+71,556
New +$4.22M 1.36% 15