Topsail 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
$183K Buy
1,673
+2
+0.1% +$219 0.03% 150
2025
Q1
$175K Sell
1,671
-44
-3% -$4.6K 0.04% 138
2024
Q4
$198K Buy
+1,715
New +$198K 0.04% 121