Legacy Wealth Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$211K Sell
2022
Q2
$233K Buy
2022
Q1
$270K Buy
2020
Q4
Sell
2020
Q3
$2.49M Sell
2020
Q2
$2.54M Buy
2020
Q1
$2.04M Buy
2019
Q4
$2.17M Buy