Kerr Financial Planning’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$97.3K Buy
2026
Q1
$88.9K Sell
2025
Q4
$85.5K Sell
2025
Q3
$77.7K Buy