Sterling Group 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
2023 Q4	–	Sell	-2,601	Closed	-$245K	–	54
2023 Q3	$245K	Sell	2,601 -20	-0.8%	-$1.89K	0.23%	45
2023 Q2	$261K	Buy	+2,621	New	+$261K	0.23%	44