Lifeworks Advisors’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
2022
Q3
Sell
-2,297
Closed -$212K 145
2022
Q2
$212K Sell
2,297
-204
-8% -$18.8K 0.13% 130
2022
Q1
$270K Buy
+2,501
New +$270K 0.18% 107