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Helium Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Helium Advisors’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 		$717K Sell
6,558
-257
-4% -$28.1K 0.45% 39
2025
Q1 		$713K Sell
6,815
-1,016
-13% -$106K 0.52% 35
2024
Q4 		$902K Buy
+7,831
New +$902K 0.72% 32