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Next Level Wealth Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Next Level Wealth Planning’s Portfolio IJR Stock Details IJR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.69M Buy
88,662
+10,287
+13% +$1.12M 6.21% 7
2025
Q1 		$8.2M Buy
78,375
+3,272
+4% +$342K 6.21% 7
2024
Q4 		$8.65M Buy
+75,103
New +$8.65M 6.81% 7