Curio Wealth’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
$29.5K Buy
270
+269
+26,900% +$29.4K 0.01% 150
2025
Q1
$31.1K Sell
1
-269
-100% -$8.37M 0.02% 151
2024
Q4
$31.1K Buy
+270
New +$31.1K 0.02% 147