Park Square Financial Group’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
$50.9K Sell
466
-193
-29% -$21.1K 0.04% 301
2025
Q1
$68.9K Sell
659
-685
-51% -$71.6K 0.05% 230
2024
Q4
$155K Buy
+1,344
New +$155K 0.11% 121