CPL
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Capital & Planning LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Capital & Planning LLC’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28
Closed -$3.25K – 100
2024
Q4 		$3.25K Buy
+28
New +$3.25K ﹤0.01% 143