Briaud Financial Planning’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
Q2
$90K Hold
832
0.04% 64
2025
Q1
$87K Buy
832
+805
+2,981% +$84.2K 0.03% 60
2024
Q4
$3K Buy
+27
New +$3K ﹤0.01% 176