Integral Investment Advisors’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
$671K Sell
6,143
-542
-8% -$59.2K 0.19% 83
2025
Q1
$699K Buy
6,685
+809
+14% +$84.6K 0.22% 80
2024
Q4
$677K Sell
5,876
-115
-2% -$13.3K 0.22% 78
2024
Q3
$701K Buy
5,991
+40
+0.7% +$4.68K 0.23% 78
2024
Q2
$630K Buy
5,951
+8
+0.1% +$846 0.23% 76
2024
Q1
$654K Buy
+5,943
New +$654K 0.27% 75