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

Holos Integrated 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 		$46.6K Sell
420
-168
-29% -$18.6K 0.03% 115
2025
Q1 		$61.5K Hold
588
– – 0.04% 103
2024
Q4 		$67.7K Buy
+588
New +$67.7K 0.05% 96