West Wealth Group’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
-31,367
Closed -$2.97M 79
2022
Q4
$2.97M Sell
31,367
-15,466
-33% -$1.46M 1.48% 15
2022
Q3
$4.08M Buy
+46,833
New +$4.08M 2.07% 11