Inlight Wealth 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
$11.9M Buy
134,894
+11,524
+9% +$1.02M 6.15% 4
2025
Q1
$10.2M Buy
123,370
+5,668
+5% +$467K 6.3% 4
2024
Q4
$10.6M Buy
+117,702
New +$10.6M 6.94% 3