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Fourth Dimension Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Fourth Dimension Wealth’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
Q2 		$1.1M Sell
10,108
-1,453
-13% -$159K 0.47% 46
2025
Q1 		$1.21M Buy
11,561
+9,327
+418% +$975K 0.58% 41
2024
Q4 		$257K Buy
+2,234
New +$257K 0.13% 91