Columbia Advisory Partners’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
$420K Hold
2025
Q2
$386K Buy
2023
Q2
Sell
2023
Q1
$307K Buy
2022
Q4
$300K Buy