Elyxium 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
$5.14M Sell
47,075
-1,300
-3% -$142K 1.93% 12
2025
Q1
$5.06M Sell
48,375
-1,389
-3% -$145K 2.24% 10
2024
Q4
$5.73M Buy
49,764
+2,155
+5% +$248K 3.49% 7
2024
Q3
$5.57M Buy
+47,609
New +$5.57M 3.06% 7