Sierra Ocean’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
$204K Sell
1,870
-210
-10% -$23K 0.15% 67
2025
Q1
$218K Sell
2,080
-271
-12% -$28.3K 0.17% 61
2024
Q4
$271K Buy
+2,351
New +$271K 0.22% 50