LVW Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

LVW Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$13.5M	Buy
2025 Q2	$12.2M	Buy
2025 Q1	$9.48M	Buy
2024 Q4	$8.5M	Buy
2024 Q3	$6.34M	Buy
2024 Q2	$313K	Buy
2024 Q1	$260K	Sell
2023 Q4	$264K	Sell
2023 Q3	$235K	Sell
2023 Q2	$249K	Buy