Schrum Private Wealth Management’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
Sell
-2,782
Closed -$257K 112
2022
Q2
$257K Buy
2,782
+5
+0.2% +$462 0.29% 93
2022
Q1
$280K Buy
2,777
+5
+0.2% +$504 0.28% 92
2021
Q4
$318K Buy
+2,772
New +$318K 0.29% 92