BCS 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
$263K Buy
2025
Q1
$217K Sell
2024
Q4
$250K Buy
2024
Q2
Sell
2024
Q1
$240K Buy
2023
Q4
$235K Buy
2023
Q3
$205K Buy
2023
Q2
Sell
2023
Q1
$210K Buy