Two West Capital Advisors’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
2024
Q4
Sell
-2,269
Closed -$265K 74
2024
Q3
$265K Sell
2,269
-569
-20% -$66.5K 0.22% 54
2024
Q2
$303K Buy
+2,838
New +$303K 0.29% 46