SteelBridge Private Wealth Advisors’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
2018
Q1
$456K Buy
5,919
+1,654
+39% +$127K 3.95% 6
2017
Q4
$328K Buy
4,265
+1,409
+49% +$108K 2.77% 13
2017
Q3
$212K Buy
+2,856
New +$212K 2.03% 26