Buttonwood 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
$410K Sell
2025
Q2
$381K Sell
2025
Q1
$373K Sell
2024
Q4
$465K Sell
2024
Q3
$501K Sell
2024
Q2
$511K Sell
2024
Q1
$617K Sell
2023
Q4
$635K Sell
2023
Q3
$601K Buy
2023
Q2
$408K Buy