Novak Financial Planning’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
2021 Q2	$1.38M	Sell	12,174 -814	-6%	-$91.9K	0.67%	50
2021 Q1	$1.41M	Sell	12,988 -564	-4%	-$61.2K	0.77%	43
2020 Q4	$1.25M	Buy	+13,552	New	+$1.25M	0.73%	41