Liberty Square Wealth Partners’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
$1.26M Sell
11,571
-492
-4% -$53.8K 0.44% 38
2025
Q1
$1.26M Buy
12,063
+105
+0.9% +$11K 0.48% 37
2024
Q4
$1.4M Buy
+11,958
New +$1.4M 0.51% 35