Spectrum Planning & Advisory Services’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
2023 Q1	–	Sell	-6,496	Closed	-$615K	–	43
2022 Q4	$615K	Sell	6,496 -5,706	-47%	-$540K	0.84%	23
2022 Q3	$1.06M	Buy	+12,202	New	+$1.06M	1.08%	18