Fortis Capital 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
$12.6M Buy
2025
Q2
$10.9M Buy
2025
Q1
$9.94M Buy
2024
Q4
$409K Sell
2024
Q3
$1.45M Buy
2024
Q2
$387K Buy
2024
Q1
$384K Buy
2023
Q3
Sell
2023
Q2
$418K Sell
2023
Q1
$558K Buy
2022
Q4
$286K Buy