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Serenus Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Serenus Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.98M Sell
63,857
-19,321
-23% -$2.11M 1.18% 10
2025
Q1 		$8.7M Buy
83,178
+15,196
+22% +$1.59M 1.44% 9
2024
Q4 		$7.83M Buy
+67,982
New +$7.83M 1.36% 10