Wealth Advisors of Iowa’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 Q1	–	Sell	-20,181	Closed	-$2.31M	–	64
2021 Q4	$2.31M	Sell	20,181 -1,076	-5%	-$123K	1.26%	11
2021 Q3	$2.32M	Sell	21,257 -48,378	-69%	-$5.28M	1.26%	12
2021 Q2	$7.87M	Buy	69,635 +3,292	+5%	+$372K	4.11%	10
2021 Q1	$7.2M	Buy	+66,343	New	+$7.2M	4.01%	10