LRI Investments’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
$77.7K Buy
711
+1
+0.1% +$109 0.01% 478
2025
Q1
$74.3K Buy
710
+491
+224% +$51.4K 0.01% 470
2024
Q4
$25.2K Buy
219
+2
+0.9% +$230 ﹤0.01% 631
2024
Q3
$26.4K Buy
217
+7
+3% +$853 ﹤0.01% 606
2024
Q2
$22.4K Hold
210
﹤0.01% 587
2024
Q1
$23.2K Buy
+210
New +$23.2K 0.01% 359