Kiely Wealth Advisory Group’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 Q4	$190K	Hold	1,618	–	–	0.12%	63
2024 Q3	$201K	Hold	1,618	–	–	0.13%	59
2024 Q2	$178K	Buy	1,618 +713	+79%	+$78.4K	0.1%	49
2024 Q1	$96.2K	Hold	905	–	–	0.05%	74
2023 Q4	$96.3K	Buy	+905	New	+$96.3K	0.06%	73