Tanager 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
$204K Buy
+1,868
New +$204K 0.02% 117
2025
Q1
Sell
-1,812
Closed -$209K 121
2024
Q4
$209K Hold
1,812
0.03% 115
2024
Q3
$212K Sell
1,812
-441
-20% -$51.6K 0.03% 102
2024
Q2
$240K Buy
+2,253
New +$240K 0.04% 84