Wealth 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
2023 Q3	$714K	Hold	7,564	–	–	0.32%	33
2023 Q2	$769K	Sell	7,564 -5	-0.1%	-$509	0.33%	33
2023 Q1	$727K	Buy	7,569 +5	+0.1%	+$480	0.35%	34
2022 Q4	$716K	Hold	7,564	–	–	0.38%	31
2022 Q3	$660K	Hold	7,564	–	–	0.34%	35
2022 Q2	$699K	Hold	7,564	–	–	0.34%	36
2022 Q1	$816K	Hold	7,564	–	–	0.3%	35
2021 Q4	$866K	Sell	7,564 -80	-1%	-$9.16K	0.3%	34
2021 Q3	$848K	Hold	7,644	–	–	0.33%	33
2021 Q2	$835K	Hold	7,644	–	–	0.3%	34
2021 Q1	$818K	Hold	7,644	–	–	0.33%	33
2020 Q4	$702K	Hold	7,644	–	–	0.31%	33
2020 Q3	$578K	Sell	7,644 -163	-2%	-$12.3K	0.27%	36
2020 Q2	$533K	Sell	7,807 -32	-0.4%	-$2.19K	0.28%	34
2020 Q1	$445K	Buy	7,839 +195	+3%	+$11.1K	0.29%	37
2019 Q4	$636K	Buy	+7,644	New	+$636K	0.36%	37