Bright Financial Advisors’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
$10.5M Sell
2025
Q2
$9.78M Buy
2025
Q1
$9.32M Buy
2024
Q4
$9.85M Buy
2024
Q3
$9.75M Buy
2024
Q2
$8.72M Buy