Stableford Capital II’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
Q2
Sell
-2,840
Closed -$269K 119
2023
Q1
$269K Buy
+2,840
New +$269K 0.19% 52
2018
Q1
Sell
-23,102
Closed -$1.77M 98
2017
Q4
$1.77M Buy
+23,102
New +$1.77M 1.19% 25