SBK Financial’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
Q4
$889K Sell
9,394
-514
-5% -$48.6K 1.41% 26
2022
Q3
$864K Buy
9,908
+514
+5% +$44.8K 1.33% 25
2022
Q2
$868K Hold
9,394
1.13% 25
2022
Q1
$1.01M Hold
9,394
1.01% 23
2021
Q4
$1.08M Buy
+9,394
New +$1.08M 0.86% 25