Fountainhead AM’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
$32.8M Buy
2025
Q2
$27.9M Sell
2025
Q1
$31.3M Buy
2024
Q4
$32.4M Buy
2024
Q3
$31M Buy
2024
Q2
$26.8M Buy
2024
Q1
$26.8M Buy
2023
Q4
$24.4M Buy
2023
Q3
$19.7M Buy
2023
Q2
$19.8M Buy
2023
Q1
$18.1M Buy
2022
Q4
$17.5M Sell
2022
Q3
$16.2M Buy
2022
Q2
$16.2M Buy
2022
Q1
$17.9M Buy
2021
Q4
$18.5M Buy
2021
Q3
$16.9M Buy
2021
Q2
$14.7M Sell
2021
Q1
$14.7M Buy
2020
Q4
$11.6M Buy