First National Advisers’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
$602K Sell
5,509
-20
-0.4% -$2.19K 0.09% 159
2025
Q1
$578K Buy
5,529
+36
+0.7% +$3.77K 0.09% 153
2024
Q4
$633K Sell
5,493
-196
-3% -$22.6K 0.1% 139
2024
Q3
$665K Buy
5,689
+447
+9% +$52.3K 0.11% 142
2024
Q2
$559K Buy
5,242
+832
+19% +$88.7K 0.1% 144
2024
Q1
$487K Buy
4,410
+301
+7% +$33.3K 0.11% 146
2023
Q4
$445K Buy
+4,109
New +$445K 0.13% 138