BKM 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
$818K Sell
2025
Q2
$787K Buy
2025
Q1
$731K Sell
2024
Q4
$829K Buy
2024
Q3
$796K Buy
2024
Q2
$721K Buy
2024
Q1
$746K Sell
2023
Q4
$761K Buy