Narus Financial Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
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|
2025
Q1 | $2.46M | Sell |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.77M | Buy |
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|
2024
Q2 | $2.22M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.58M | Buy |
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|
2023
Q3 | $700K | Buy |
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|
2023
Q2 | $519K | Sell |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $296K | Buy |
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