MFA Wealth Services’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
$844K Sell
7,722
-517
-6% -$56.5K 0.63% 45
2025
Q1
$862K Sell
8,239
-1,117
-12% -$117K 0.71% 37
2024
Q4
$1.08M Buy
+9,356
New +$1.08M 0.86% 31