Hopwood Financial Services’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
$6.07M Buy
55,540
+1,605
+3% +$175K 4.75% 4
2025
Q1
$5.64M Buy
53,935
+1,357
+3% +$142K 4.36% 6
2024
Q4
$6.06M Buy
+52,578
New +$6.06M 4.59% 5