LongView Wealth Management’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
$235K Sell
2025
Q2
$229K Sell
2025
Q1
$280K Sell
2024
Q4
$351K Sell
2024
Q3
$404K Sell
2024
Q2
$406K Sell
2024
Q1
$449K Buy
2023
Q4
$419K Buy