Founders Grove 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
$2.31M Sell
21,175
-884
-4% -$96.6K 0.58% 41
2025
Q1
$2.31M Buy
22,059
+415
+2% +$43.4K 0.64% 39
2024
Q4
$2.49M Buy
+21,644
New +$2.49M 0.72% 38