Leading Edge Financial Planning’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
Q2
Sell
-3,631
Closed -$351K 69
2023
Q1
$351K Buy
3,631
+492
+16% +$47.6K 0.25% 48
2022
Q4
$297K Buy
+3,139
New +$297K 0.26% 49