PWS
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Proactive Wealth Strategies’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Buy
+1,885
New +$206K 0.1% 134
2025
Q1
Sell
-1,881
Closed -$217K 133
2024
Q4
$217K Buy
1,881
+23
+1% +$2.65K 0.11% 125
2024
Q3
$217K Buy
+1,858
New +$217K 0.12% 120