Evernest Financial Advisors’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
$7.79M Sell
2025
Q2
$7.25M Sell
2025
Q1
$10.1M Sell
2024
Q4
$11.6M Buy
2024
Q3
$11.3M Buy
2024
Q2
$9.8M Buy
2024
Q1
$8.9M Buy
2023
Q4
$6.18M Buy
2021
Q4
$7.95M Buy