Fiduciary Wealth Partners’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
Sell
-2,072
Closed -$217K 73
2025
Q1
$217K Buy
+2,072
New +$217K 0.19% 39