Smith & Howard 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
2020
Q1
Sell
-10,509
Closed -$881K 75
2019
Q4
$881K Buy
10,509
+6,559
+166% +$550K 0.3% 37
2019
Q3
$307K Buy
+3,950
New +$307K 0.12% 54