O'Donnell Financial Services’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
Q2
Sell
-2,301
Closed -$248K 40
2022
Q1
$248K Sell
2,301
-1,832
-44% -$197K 0.11% 34
2021
Q4
$430K Sell
4,133
-2,462
-37% -$256K 0.2% 27
2021
Q3
$720K Buy
+6,595
New +$720K 0.35% 27