Partners Wealth Management’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
-1,865
Closed -$215K 118
2024
Q4
$215K Buy
+1,865
New +$215K 0.24% 99