True Wealth Design’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
Q2
Sell
-240
Closed -$23.2K 830
2023
Q1
$23.2K Hold
240
0.01% 194
2022
Q4
$22.7K Buy
+240
New +$22.7K 0.01% 181