Wealth Preservation 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
$99.3K Sell
909
-417
-31% -$45.6K 0.06% 131
2025
Q1
$139K Buy
+1,326
New +$139K 0.1% 101