Meadow Creek Wealth 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
-2,306
Closed -$213K 95
2022
Q2
$213K Hold
2,306
0.26% 91
2022
Q1
$249K Sell
2,306
-986
-30% -$106K 0.27% 94
2021
Q4
$377K Buy
+3,292
New +$377K 0.36% 81