Park Square Financial Group’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
Q3
$45.5K Sell
2025
Q2
$50.9K Sell
2025
Q1
$68.9K Sell
2024
Q4
$155K Buy