Compass Financial Group (South Dakota)’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
Q1
Sell
2024
Q4
$237K Buy
2024
Q3
$239K Sell
2024
Q2
$268K Sell
2024
Q1
$319K Sell
2023
Q4
$548K Sell
2023
Q3
$794K Sell
2023
Q2
$859K Sell
2023
Q1
$932K Sell
2022
Q4
$957K Buy