Dupree Financial Group’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
$703K Sell
2025
Q2
$655K Sell
2025
Q1
$643K Sell
2024
Q4
$716K Sell
2024
Q3
$736K Sell
2024
Q2
$3.17M Sell
2024
Q1
$5.3M Buy
2023
Q4
$5.15M Buy