BridgePort Financial Solutions’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
$2.33M Buy
21,279
+1,222
+6% +$134K 0.77% 33
2025
Q1
$2.1M Buy
20,057
+3,092
+18% +$323K 0.95% 25
2024
Q4
$1.88M Buy
+16,965
New +$1.88M 0.85% 29