Long Run Wealth 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
$11.4M Sell
2025
Q2
$10.8M Buy
2025
Q1
$10.2M Buy
2024
Q4
$10.1M Sell
2024
Q3
$10.5M Sell
2024
Q2
$10.1M Buy
2024
Q1
$10.5M Buy
2023
Q4
$9.94M Buy
2023
Q3
$8.19M Sell
2023
Q2
$8.81M Sell
2023
Q1
$10.1M Buy
2022
Q4
$9.37M Buy
2022
Q3
$8.49M Buy
2022
Q2
$8.36M Buy
2022
Q1
$9.52M Buy
2021
Q4
$1.56M Buy