Wilkins Miller 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
$1.13M Buy
10,311
+4,124
+67% +$451K 0.77% 35
2025
Q1
$647K Buy
6,187
+1,653
+36% +$173K 0.49% 47
2024
Q4
$522K Buy
+4,534
New +$522K 0.55% 36