Inspire Trust Company’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
Sell
-2,643
Closed -$276K 112
2025
Q1
$276K Sell
2,643
-3,791
-59% -$396K 0.07% 111
2024
Q4
$741K Hold
6,434
0.19% 109
2024
Q3
$753K Sell
6,434
-24,719
-79% -$2.89M 0.21% 103
2024
Q2
$3.32M Buy
+31,153
New +$3.32M 1.1% 23
2024
Q1
Sell
-2,914
Closed -$315K 109
2023
Q4
$315K Buy
+2,914
New +$315K 0.33% 77