McAdam LLC’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
$5.54M Buy
50,689
+5,779
+13% +$632K 0.3% 46
2025
Q1
$4.7M Sell
44,910
-69,265
-61% -$7.24M 0.29% 45
2024
Q4
$13.2M Buy
114,175
+3,319
+3% +$382K 0.72% 25
2024
Q3
$13M Buy
110,856
+108,668
+4,967% +$12.7M 0.73% 23
2024
Q2
$233K Buy
+2,188
New +$233K 0.01% 277
2018
Q4
Sell
-10
Closed -$1K 315
2018
Q3
$1K Buy
+10
New +$1K ﹤0.01% 583