Future You Wealth’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
$772K Buy
7,060
+2,819
+66% +$308K 0.42% 32
2025
Q1
$443K Buy
4,241
+1,769
+72% +$185K 0.28% 32
2024
Q4
$285K Buy
+2,472
New +$285K 0.2% 38