Oak Point Wealth Management’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
2018
Q1
$47K Buy
619
+391
+171% +$29.7K 0.05% 109
2017
Q4
$18K Buy
+228
New +$18K 0.02% 132