RCS Financial Planning’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
Q2
Sell
-2,570
Closed -$249K 49
2023
Q1
$249K Sell
2,570
-2,045
-44% -$198K 0.22% 47
2022
Q4
$437K Buy
+4,615
New +$437K 0.42% 38