KWM
IJR icon

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

Koa Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,960
Closed -$212K – 50
2023
Q4 		$212K Buy
+1,960
New +$212K 0.21% 46