Milestone Wealth’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
$4K Sell
49
-5
-9% -$408 ﹤0.01% 209
2022
Q2
$5K Hold
54
0.01% 197
2022
Q1
$6K Hold
54
﹤0.01% 220
2021
Q4
$6K Buy
+54
New +$6K ﹤0.01% 220