Sagespring Wealth Partners’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
$17.2M Sell
157,309
-38,710
-20% -$4.23M 0.37% 46
2025
Q1
$20.5M Sell
196,019
-130,834
-40% -$13.7M 0.52% 35
2024
Q4
$37.7M Buy
+326,853
New +$37.7M 0.99% 24