LM Advisors’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
Q3
$233K Hold
2025
Q2
$214K Hold
2025
Q1
$205K Hold
2024
Q4
$225K Buy
2024
Q3
$225K Hold
2024
Q2
$206K Hold
2024
Q1
$213K Sell
2023
Q4
$287K Buy