Silverlake Wealth Management’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
$550K Sell
5,032
-525
-9% -$57.4K 0.16% 152
2025
Q1
$581K Sell
5,557
-86
-2% -$8.99K 0.22% 117
2024
Q4
$650K Buy
5,643
+1,007
+22% +$116K 0.25% 99
2024
Q3
$542K Buy
4,636
+266
+6% +$31.1K 0.21% 114
2024
Q2
$466K Buy
+4,370
New +$466K 0.19% 127