JAA
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Joel Adams & Associates’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Joel Adams & Associates’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.77M Sell
16,194
-437
-3% -$47.8K 1.57% 12
2025
Q1 		$1.74M Sell
16,631
-291
-2% -$30.4K 1.56% 12
2024
Q4 		$1.95M Buy
+16,922
New +$1.95M 1.77% 11