Greykasell Wealth Strategies’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
$3.96M Sell
36,246
-510
-1% -$55.7K 1.9% 16
2025
Q1
$3.84M Buy
36,756
+2,246
+7% +$235K 2.05% 14
2024
Q4
$3.98M Buy
+34,510
New +$3.98M 2.21% 11