Hughes 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
$219K Sell
1,976
-7,446
-79% -$825K 0.04% 66
2025
Q1
$987K Buy
9,422
+7,474
+384% +$783K 0.19% 35
2024
Q4
$224K Buy
+1,948
New +$224K 0.05% 60