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Treybourne Wealth Planners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Treybourne Wealth Planners’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,737
Closed -$252K – 45
2020
Q4 		$252K Buy
+2,737
New +$252K 0.18% 37