Accredited Wealth 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
2025
Q2
$1.34M Sell
12,264
-130
-1% -$14.2K 1.09% 21
2025
Q1
$1.3M Sell
12,394
-130
-1% -$13.6K 1.09% 20
2024
Q4
$1.44M Buy
+12,524
New +$1.44M 1.26% 20