Warren Street Wealth Advisors’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
$300K Buy
+2,746
New +$300K 0.1% 90
2022
Q1
Sell
-1,882
Closed -$216K 59
2021
Q4
$216K Buy
+1,882
New +$216K 0.2% 47