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

Balance Wealth’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 		$764K Buy
6,992
+33
+0.5% +$3.61K 0.45% 54
2025
Q1 		$728K Buy
+6,959
New +$728K 0.47% 48