Forte Capital’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
Q2
$259K Sell
2025
Q1
$375K Buy
2024
Q4
$373K Buy
2024
Q3
$372K Buy
2024
Q2
$338K Hold
2024
Q1
$350K Hold
2023
Q4
$343K Buy
2023
Q3
$257K Buy