Graybill Wealth Management’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
$5.14M Buy
47,074
+271
+0.6% +$29.6K 1.68% 29
2025
Q1
$4.89M Buy
+46,803
New +$4.89M 1.68% 27
2024
Q3
$5.32M Buy
45,505
+498
+1% +$58.2K 1.97% 24
2024
Q2
$4.8M Buy
45,007
+1,637
+4% +$175K 1.95% 25
2024
Q1
$4.79M Buy
43,370
+41,500
+2,219% +$4.59M 2.02% 23
2023
Q4
$202K Buy
+1,870
New +$202K 0.09% 56