Alpine Bank 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
$1.72M Sell
15,772
-1,120
-7% -$122K 0.26% 51
2025
Q1
$1.77M Buy
+16,892
New +$1.77M 0.28% 53
2024
Q3
$2.21M Buy
+18,873
New +$2.21M 0.35% 41