Mascagni Wealth Management’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
$1.81M Sell
16,567
-1,631
-9% -$178K 1.54% 16
2025
Q1
$1.9M Hold
18,198
1.89% 11
2024
Q4
$1.9M Buy
+18,198
New +$1.9M 1.89% 11