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

Avaii Wealth Management’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 		$358K Buy
3,274
+183
+6% +$20K 0.16% 83
2025
Q1 		$323K Buy
3,091
+480
+18% +$50.2K 0.17% 82
2024
Q4 		$301K Buy
+2,611
New +$301K 0.15% 92