Lauer Wealth’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
2025
Q2
Sell
2025
Q1
$783K Buy
2024
Q4
$884K Hold
2024
Q3
$879K Sell
2024
Q2
$856K Hold
2024
Q1
$824K Sell
2023
Q4
$828K Hold
2023
Q3
$722K Sell
2023
Q2
$808K Buy
2023
Q1
$712K Buy