Pinnacle 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
Q2
$1.9M Sell
20,568
-920
-4% -$85K 0.74% 29
2022
Q1
$2.32M Buy
21,488
+131
+0.6% +$14.1K 0.72% 30
2021
Q4
$2.45M Buy
+21,357
New +$2.45M 0.77% 24