XY Planning Network’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
$1.24M Buy
11,312
+2,246
+25% +$245K 0.42% 62
2025
Q1
$948K Sell
9,066
-10,108
-53% -$1.06M 0.63% 46
2024
Q4
$2.21M Buy
+19,174
New +$2.21M 1.66% 15