Fortune 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
Q2
$847K Sell
2025
Q1
$823K Sell
2024
Q4
$931K Sell
2024
Q3
$956K Sell
2024
Q2
$925K Sell
2024
Q1
$1.01M Sell
2023
Q4
$1.24M Sell
2023
Q3
$1.14M Buy
2023
Q2
$1.2M Buy