Perissos Private 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
2024
Q3
Sell
-8,650
Closed -$923K 90
2024
Q2
$923K Buy
+8,650
New +$923K 0.83% 37