Sagespring Wealth Partners’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
$17.6M Sell
2025
Q2
$17.2M Sell
2025
Q1
$20.5M Sell
2024
Q4
$37.7M Buy