Corundum Trust Company’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
$3.53M Sell
32,298
-992
-3% -$108K 9.32% 2
2025
Q1
$3.48M Buy
33,290
+1,800
+6% +$188K 10.03% 2
2024
Q4
$3.63M Sell
31,490
-1,800
-5% -$207K 10.89% 2
2024
Q3
$3.89M Hold
33,290
10.73% 2
2024
Q2
$3.55M Buy
+33,290
New +$3.55M 10.33% 2
2023
Q3
$2.97M Hold
31,490
8.88% 2
2023
Q2
$3.14M Buy
+31,490
New +$3.14M 8.58% 2