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

Axis Wealth Partners’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 		$1.15M Buy
10,481
+897
+9% +$98K 0.75% 40
2025
Q1 		$1M Buy
+9,584
New +$1M 0.74% 37