Crux Wealth 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
$399K Sell
3,648
-13
-0.4% -$1.42K 0.17% 123
2025
Q1
$383K Sell
3,661
-26
-0.7% -$2.72K 0.2% 125
2024
Q4
$425K Buy
+3,687
New +$425K 0.24% 105