RGT Wealth Advisors’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
2022
Q3
$98K Buy
1,123
+221
+25% +$19.3K 0.02% 81
2022
Q2
$83K Buy
902
+35
+4% +$3.22K 0.01% 90
2022
Q1
$94K Sell
867
-410
-32% -$44.5K 0.01% 86
2021
Q4
$146K Buy
+1,277
New +$146K 0.02% 103