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Legacy Wealth Management (Idaho)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Legacy Wealth Management (Idaho)’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 		$145K Sell
1,323
-413
-24% -$45.1K 0.08% 87
2025
Q1 		$182K Buy
1,736
+1,658
+2,126% +$173K 0.13% 69
2024
Q4 		$9.14K Sell
78
-76
-49% -$8.9K 0.01% 296
2024
Q3 		$19K Buy
+154
New +$19K 0.01% 231