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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.62M Buy
2025
Q1
$3.93M Sell
2024
Q4
$5.74M Buy
2024
Q3
$4.99M Buy
2024
Q2
$4M Buy
2024
Q1
$3.7M Buy
2023
Q4
$2.55M Buy