Aprio 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
$652K Sell
2025
Q2
$608K Sell
2025
Q1
$925K Buy
2024
Q4
$285K Buy
2024
Q3
$230K Buy
2020
Q2
Sell
2020
Q1
$430K Buy
2019
Q4
$581K Buy