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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$178K Sell
2025
Q2
$492K Hold
2025
Q1
$471K Hold
2024
Q4
$518K Hold
2024
Q3
$526K Buy
2022
Q3
Sell
2022
Q2
$73K Hold
2022
Q1
$85K Buy