Fiduciary Financial Group’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	$1.02M	Sell	9,215 -84	-0.9%	-$9.32K	0.18%	79
2025 Q1	$876K	Buy	9,299 +480	+5%	+$45.2K	0.19%	74
2024 Q4	$997K	Buy	8,819 +268	+3%	+$30.3K	0.22%	69
2024 Q3	$980K	Sell	8,551 -113	-1%	-$12.9K	0.22%	65
2024 Q2	$1.01M	Buy	+8,664	New	+$1.01M	0.24%	59