Opulen Financial Group’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
Q2
$757K Hold
6,928
0.62% 37
2025
Q1
$724K Buy
6,928
+149
+2% +$15.6K 0.66% 34
2024
Q4
$781K Buy
+6,779
New +$781K 0.71% 32