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Marshall Financial Group (Maryland)’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$720K Sell
6,479
-512
-7% -$56.9K 0.14% 163
2025
Q1 		$731K Sell
6,991
-331
-5% -$34.6K 0.16% 148
2024
Q4 		$844K Sell
7,322
-188
-3% -$21.7K 0.2% 127
2024
Q3 		$878K Buy
+7,510
New +$878K 0.21% 131