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

Invenio Wealth Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.23M	Buy
2025 Q2	$475K	Buy
2025 Q1	$437K	Sell
2024 Q4	$485K	Sell
2024 Q3	$598K	Sell
2024 Q2	$578K	Hold
2024 Q1	$599K	Sell
2023 Q4	$750K	Sell
2023 Q3	$919K	Buy
2023 Q2	$806K	Buy