Delta Wealth Advisors LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Delta Wealth Advisors LLC’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 Q2	$3.34M	Buy
2025 Q1	$3.17M	Buy
2024 Q4	$3.46M	Sell
2024 Q3	$3.97M	Sell
2024 Q2	$3.79M	Buy
2024 Q1	$3.6M	Buy