W.H. Cornerstone Investments’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
-3,932
Closed -$380K 127
2023
Q1
$380K Sell
3,932
-946
-19% -$91.4K 0.35% 79
2022
Q4
$495K Sell
4,878
-67
-1% -$6.8K 0.47% 61
2022
Q3
$443K Buy
+4,945
New +$443K 0.47% 63