Alpha Financial Partners’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
Q2
$3.6M Sell
2025
Q1
$3.5M Sell
2024
Q4
$3.97M Buy
2024
Q3
$279K Sell
2024
Q2
$2.93M Buy
2024
Q1
$3.04M Buy
2023
Q4
$2.87M Buy
2023
Q3
$2.22M Buy
2023
Q2
$1.81M Sell
2023
Q1
$1.94M Buy
2022
Q4
$1.88M Buy