Ashford Advisors’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
$548K Sell
1,290
-2,395
-65% -$1.02M 0.13% 15
2025
Q1
$385K Buy
+3,685
New +$385K 0.1% 17