Regimen 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 Q2	–	Sell	-5,898	Closed	-$478K	–	57
2023 Q1	$478K	Sell	5,898 -939	-14%	-$76K	0.21%	37
2022 Q4	$647K	Buy	+6,837	New	+$647K	0.43%	26