New Wave Wealth Advisors’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
Q1
Sell
-135
Closed -$15.6K 385
2024
Q4
$15.6K Buy
+135
New +$15.6K 0.01% 294