Presilium 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
2023 Q4	–	Sell	-3,811	Closed	-$359K	–	73
2023 Q3	$359K	Buy	3,811 +16	+0.4%	+$1.51K	0.11%	47
2023 Q2	$378K	Buy	3,795 +11	+0.3%	+$1.1K	0.13%	45
2023 Q1	$366K	Buy	3,784 +45	+1%	+$4.35K	0.14%	38
2022 Q4	$354K	Buy	+3,739	New	+$354K	0.15%	36