MJT & Associates Financial Advisory’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
$5.51M Buy
50,435
+1,611
+3% +$176K 6.84% 4
2025
Q1
$5.11M Buy
+48,824
New +$5.11M 4.9% 6