Kondo Wealth Advisors’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
$772K Hold
6,956
0.34% 34
2025
Q1
$727K Hold
6,956
0.36% 30
2024
Q4
$801K Buy
+6,956
New +$801K 0.41% 30