Planning Capital Management Corporation’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	$523K	Sell	4,468 -655	-13%	-$76.6K	0.35%	51
2024 Q2	$546K	Sell	5,123 -120	-2%	-$12.8K	0.39%	50
2024 Q1	$579K	Buy	5,243 +1,482	+39%	+$164K	0.42%	43
2023 Q4	$407K	Buy	+3,761	New	+$407K	0.32%	49