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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$48.5M Buy
2025
Q2
$42.3M Buy
2025
Q1
$39.1M Buy
2024
Q4
$40.4M Buy
2024
Q3
$39M Buy
2024
Q2
$33.8M Buy
2024
Q1
$32.8M Buy
2023
Q4
$30.4M Buy
2023
Q3
$22.8M Buy
2023
Q2
$23.4M Buy
2023
Q1
$20.1M Buy
2022
Q4
$18.2M Buy
2022
Q3
$15.7M Buy
2022
Q2
$16M Buy
2022
Q1
$18.4M Buy
2021
Q4
$18.7M Buy