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

Lee-Kelleher 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
2025
Q2 		$3.95M Buy
36,166
+2,000
+6% +$219K 2.63% 9
2025
Q1 		$3.57M Buy
34,166
+888
+3% +$92.9K 2.63% 9
2024
Q4 		$3.83M Buy
+33,278
New +$3.83M 2.73% 9