MB Generational Wealth’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
2024
Q2
Sell
-2,410
Closed -$266K 56
2024
Q1
$266K Buy
2,410
+38
+2% +$4.2K 0.21% 43
2023
Q4
$257K Buy
+2,372
New +$257K 0.24% 41