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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,785
Closed -$729K 206
2022
Q4
$729K Buy
6,785
+438
+7% +$47K 0.31% 120
2022
Q3
$567K Buy
+6,347
New +$567K 0.29% 131