Equita Financial Network’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
$716K Sell
6,550
-364
-5% -$39.8K 0.28% 42
2025
Q1
$723K Buy
6,914
+3,436
+99% +$359K 0.25% 48
2024
Q4
$401K Buy
3,478
+559
+19% +$64.4K 0.14% 60
2024
Q3
$341K Sell
2,919
-1,068
-27% -$125K 0.12% 62
2024
Q2
$425K Buy
+3,987
New +$425K 0.18% 58