Foguth Wealth Management’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
-2,788
Closed -$292K 149
2025
Q1
$292K Buy
2,788
+408
+17% +$42.7K 0.07% 116
2024
Q4
$283K Buy
+2,380
New +$283K 0.07% 119