JFG 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
2023
Q1
Sell
-2,220
Closed -$210K 34
2022
Q4
$210K Buy
+2,220
New +$210K 0.07% 33
2022
Q3
Sell
-2,574
Closed -$237K 45
2022
Q2
$237K Buy
2,574
+153
+6% +$14.1K 0.09% 31
2022
Q1
$261K Buy
+2,421
New +$261K 0.08% 31