Surevest’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
2022 Q3	$6K	Hold	65	–	–	﹤0.01%	311
2022 Q2	$6K	Buy	+65	New	+$6K	﹤0.01%	327
2019 Q1	–	Sell	-3,065	Closed	-$212K	–	129
2018 Q4	$212K	Buy	+3,065	New	+$212K	0.17%	125