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

Level 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 		$401K Buy
3,672
+1,689
+85% +$185K 0.23% 38
2025
Q1 		$207K Buy
1,983
+4
+0.2% +$418 0.14% 51
2024
Q4 		$228K Buy
+1,979
New +$228K 0.16% 47