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

Angeles Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$853K	Buy
2025 Q2	$730K	Buy
2025 Q1	$156K	Hold
2024 Q4	$172K	Hold
2024 Q3	$175K	Hold
2024 Q2	$159K	Hold
2024 Q1	$165K	Buy
2023 Q4	$61.7K	Hold
2023 Q3	$53.8K	Buy