Court Place Advisors’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
$1.03M Sell
9,425
-73
-0.8% -$7.98K 0.32% 67
2025
Q1
$993K Buy
9,498
+85
+0.9% +$8.89K 0.33% 65
2024
Q4
$1.08M Buy
9,413
+830
+10% +$95.6K 0.35% 61
2024
Q3
$1M Buy
+8,583
New +$1M 0.29% 73