Walden Wealth Partners’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
2024
Q2
$239K Buy
2,245
+105
+5% +$11.2K 0.13% 74
2024
Q1
$230K Hold
2,140
0.13% 84
2023
Q4
$232K Buy
+2,140
New +$232K 0.15% 79