JBW
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Journey Beyond Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Journey Beyond 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 		$3.97M Sell
36,368
-587
-2% -$64.2K 3.35% 10
2025
Q1 		$3.86M Buy
36,955
+2,329
+7% +$244K 3.61% 9
2024
Q4 		$3.99M Buy
+34,626
New +$3.99M 3.75% 9