WealthPlan Investment Management’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 Q1	–	Sell	-8,589	Closed	-$902K	–	498
2022 Q4	$902K	Buy	8,589 +91	+1%	+$9.55K	0.06%	184
2022 Q3	$832K	Buy	+8,498	New	+$832K	0.06%	180
2022 Q1	$484K	Buy	+4,875	New	+$484K	0.03%	255