Sage Private Wealth 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
2024 Q2	–	Sell	-2,489	Closed	-$275K	–	89
2024 Q1	$275K	Sell	2,489 -2,084	-46%	-$230K	0.22%	67
2023 Q4	$495K	Buy	+4,573	New	+$495K	0.44%	23