Novak & Powell Financial Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Novak & Powell Financial Services’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Sell
2025 Q1	$2.08M	Sell
2024 Q4	$2.46M	Buy
2024 Q3	$2.49M	Buy
2024 Q2	$2.24M	Sell
2024 Q1	$1.69M	Buy
2023 Q4	$2.27M	Buy