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

Napa Wealth Management’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 Q1	–	Sell
2024 Q4	$1.64M	Buy
2024 Q3	$1.21M	Buy
2024 Q2	$660K	Sell
2024 Q1	$688K	Sell
2023 Q4	$712K	Buy