Alpha Wealth Funds’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
$1.7M Sell
15,597
-288
-2% -$31.5K 1.43% 8
2025
Q1
$1.66M Sell
15,885
-1,500
-9% -$157K 1.68% 6
2024
Q4
$2M Buy
+17,385
New +$2M 1.93% 9