Barnes Wealth Management Group’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
Q1
Sell
-3,215
Closed -$370K 164
2024
Q4
$370K Buy
+3,215
New +$370K 0.25% 91