Brown Wealth Management’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
$495K Sell
4,526
-37,051
-89% -$4.05M 0.15% 67
2025
Q1
$4.35M Buy
41,577
+563
+1% +$58.9K 1.5% 17
2024
Q4
$4.73M Buy
+41,014
New +$4.73M 1.68% 17