Blue Zone Wealth Advisors’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
$284K Buy
2025
Q2
$259K Buy
2025
Q1
$241K Buy
2020
Q1
Sell
2019
Q4
$1.24M Buy