Summit Wealth & Retirement Planning’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-2,364	Closed	-$238K	–	91
2021 Q1	$238K	Buy	+2,364	New	+$238K	0.09%	88