Oxler Private 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
Q4
Sell
-696
Closed -$691K 235
2022
Q3
$691K Buy
696
+3
+0.4% +$2.98K 0.39% 60
2022
Q2
$64.1K Buy
+693
New +$64.1K 0.03% 140
2021
Q1
Sell
-540
Closed -$49K 168
2020
Q4
$49K Buy
+540
New +$49K 0.03% 163