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

Marshall & Sterling Wealth Advisors’s Portfolio IJR Stock Details IJR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$112K Sell
1,031
-18,713
-95% -$2.04M 0.08% 105
2025
Q1 		$2.06M Sell
19,744
-4,563
-19% -$477K 1.4% 17
2024
Q4 		$2.8M Buy
+24,307
New +$2.8M 1.94% 16