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Wingate Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Wingate Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$339K Sell
3,101
-934
-23% -$102K 0.3% 79
2025
Q1 		$422K Sell
4,035
-1,193
-23% -$125K 0.49% 60
2024
Q4 		$602K Buy
+5,228
New +$602K 0.59% 50