Concentrum Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Concentrum Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$394K	Buy
2025 Q2	$255K	Sell
2025 Q1	$2.74M	Buy
2024 Q4	$1.82M	Buy
2024 Q3	$533K	Buy
2024 Q2	$459K	Sell
2024 Q1	$498K	Sell
2023 Q4	$981K	Buy
2023 Q3	$371K	Buy