Dale Q Rice Investment Management’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
$557K Sell
2025
Q2
$564K Sell
2025
Q1
$1.13M Sell
2024
Q4
$1.27M Buy