BWA
IJR icon

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

Bestgate Wealth Advisors’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 		$727K Hold
6,957
– – 1.51% 18
2025
Q1 		$727K Sell
6,957
-1,919
-22% -$201K 1.51% 18
2024
Q4 		$1.02M Buy
+8,876
New +$1.02M 2.05% 13