Wealthspan Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wealthspan Partners’s Portfolio IJR Stock Details IJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$302K	Sell
2023 Q3	$437K	Sell
2023 Q2	$682K	Sell
2023 Q1	$760K	Sell
2022 Q4	$758K	Sell
2022 Q3	$703K	Sell
2022 Q2	$751K	Buy
2022 Q1	$833K	Buy
2021 Q4	$817K	Buy