Vericrest Private Wealth’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
Q2
$3.21M Sell
34,726
-357
-1% -$33K 3.94% 7
2022
Q1
$3.79M Sell
35,083
-254
-0.7% -$27.4K 3.94% 6
2021
Q4
$4.05M Buy
+35,337
New +$4.05M 3.75% 9