Medallion Wealth Advisors, LLC’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio IJR Stock Details IJR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$516K	Sell
2025 Q4	$504K	Sell
2025 Q3	$531K	Sell
2025 Q2	$560K	Sell
2025 Q1	$550K	Sell
2024 Q4	$608K	Buy