FWL Investment 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
$71.7K Sell
656
-403
-38% -$44K 0.02% 131
2025
Q1
$111K Sell
1,059
-36
-3% -$3.77K 0.04% 108
2024
Q4
$126K Sell
1,095
-117
-10% -$13.5K 0.05% 102
2024
Q3
$142K Buy
1,212
+662
+120% +$77.4K 0.05% 81
2024
Q2
$58.7K Buy
+550
New +$58.7K 0.03% 100