Mosley 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
2024
Q4
$694K Buy
5,867
+340
+6% +$40.2K 0.43% 55
2024
Q3
$642K Buy
5,527
+557
+11% +$64.7K 0.44% 50
2024
Q2
$530K Buy
4,970
+346
+7% +$36.9K 0.45% 48
2024
Q1
$511K Buy
4,624
+398
+9% +$44K 0.48% 48
2023
Q4
$457K Buy
+4,226
New +$457K 0.45% 47