Planning Solutions Group’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
2019 Q2	$3.04M	Buy	38,769 +1,503	+4%	+$118K	1.56%	14
2019 Q1	$2.88M	Buy	37,266 +1,687	+5%	+$130K	1.54%	13
2018 Q4	$2.47M	Buy	+35,579	New	+$2.47M	1.5%	14