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Essential Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Essential Planning’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,449
Closed -$2.44M – 177
2024
Q4 		$2.44M Buy
+20,449
New +$2.44M 0.02% 176