WFWM
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Wechter Feldman Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-3,580
Closed -$248K 30
2017
Q1
$248K Sell
3,580
-4,222
-54% -$292K 0.17% 31
2016
Q4
$1.07M Buy
+7,802
New +$1.07M 0.7% 17