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Sequent Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Sequent Planning’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-5,879
Closed -$622K – 153
2024
Q2 		$622K Sell
5,879
-61
-1% -$6.46K 0.21% 82
2024
Q1 		$656K Buy
+5,940
New +$656K 0.24% 76