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

LMG Wealth Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$345K	Buy
2025 Q2	$302K	Buy
2025 Q1	$286K	Buy
2024 Q4	$304K	Buy
2024 Q3	$305K	Buy
2024 Q2	$264K	Buy
2024 Q1	$247K	Sell
2023 Q4	$246K	Buy
2023 Q3	$210K	Buy