Midwest Capital Advisors’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
$334K Sell
3,060
-4,767
-61% -$521K 0.18% 39
2025
Q1
$818K Sell
7,827
-2,877
-27% -$301K 0.5% 25
2024
Q4
$1.23M Buy
+10,704
New +$1.23M 0.9% 21