Arista 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
Q2
$202K Buy
2025
Q1
Sell
2024
Q4
$211K Hold
2024
Q3
$214K Buy
2023
Q3
Sell
2023
Q2
$289K Sell
2023
Q1
$321K Buy
2022
Q4
$284K Buy