Everhart Financial Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Everhart Financial Group’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$259K	Sell
2025 Q2	$239K	Buy
2025 Q1	$225K	Buy
2024 Q4	$241K	Sell
2024 Q3	$246K	Buy
2022 Q2	–	Sell
2022 Q1	$210K	Sell
2021 Q4	$224K	Sell
2021 Q3	$274K	Buy