Taylor Hoffman 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
2022
Q4
Sell
-4,048
Closed -$353K 114
2022
Q3
$353K Buy
4,048
+755
+23% +$65.8K 0.19% 97
2022
Q2
$307K Buy
+3,293
New +$307K 0.15% 107