Carbahal Olsen Financial Services Group’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
$393K Hold
3,594
0.33% 18
2025
Q1
$376K Buy
3,594
+40
+1% +$4.18K 0.36% 19
2024
Q4
$409K Buy
+3,554
New +$409K 0.38% 17