RWM
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Riverbend Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Riverbend Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$295K Buy
2,700
+308
+13% +$33.7K 0.22% 108
2025
Q1 		$250K Buy
2,392
+89
+4% +$9.31K 0.22% 106
2024
Q4 		$265K Buy
+2,303
New +$265K 0.24% 97