Crown Wealth Group’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
2024
Q2
Sell
-2,485
Closed -$275K 112
2024
Q1
$275K Buy
+2,485
New +$275K 0.14% 76