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ADG Wealth Management Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

ADG Wealth Management Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Sell
2,122
-53,493
-96% -$5.85M 0.2% 26
2025
Q1 		$5.82M Sell
55,615
-2,095
-4% -$219K 5.48% 10
2024
Q4 		$6.65M Buy
+57,710
New +$6.65M 5.9% 8