Cherry Tree Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cherry Tree Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$455K	Hold
2025 Q2	$419K	Sell
2025 Q1	$568K	Hold
2024 Q4	$626K	Buy
2024 Q3	$534K	Hold
2024 Q2	$487K	Hold
2024 Q1	$504K	Hold
2023 Q4	$494K	Hold
2023 Q3	$430K	Sell
2023 Q2	$459K	Buy