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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$328K Hold
2025
Q2
$302K Sell
2025
Q1
$1.16M Sell
2024
Q4
$1.36M Hold
2024
Q3
$1.38M Hold
2024
Q2
$1.26M Sell
2024
Q1
$1.33M Sell
2023
Q4
$1.33M Buy