Keystone Financial Group (Georgia)’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
$958K Sell
8,566
-643
-7% -$71.9K 0.61% 26
2025
Q1
$936K Sell
9,209
-1,049
-10% -$107K 0.66% 26
2024
Q4
$1.18M Buy
+10,258
New +$1.18M 0.96% 20