Wellington Wealth Strategies’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
Sell
-13,701
Closed -$1.51M 111
2024
Q1
$1.51M Buy
+13,701
New +$1.51M 0.7% 46