Wellesley Investment Partners’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
2016
Q1
Sell
-12,320
Closed -$678K 92
2015
Q4
$678K Buy
+12,320
New +$678K 0.47% 29