LMCG Investments’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
Sell
-1,914
Closed -$200K 229
2025
Q1
$200K Sell
1,914
-83
-4% -$8.68K 0.01% 228
2024
Q4
$230K Buy
+1,997
New +$230K 0.01% 221