Coastal Bridge Advisors’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
$3.96M Buy
36,277
+2,111
+6% +$231K 0.33% 81
2025
Q1
$3.57M Buy
+34,166
New +$3.57M 0.88% 30