Comprehensive 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
$106K Buy
972
+3
+0.3% +$328 0.08% 120
2025
Q1
$101K Buy
969
+2
+0.2% +$209 0.1% 99
2024
Q4
$111K Buy
+967
New +$111K 0.09% 117