PKS Advisory Services’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
$18.7M Buy
171,236
+2,325
+1% +$254K 4.62% 5
2025
Q1
$17.7M Buy
168,911
+1,101
+0.7% +$115K 4.83% 5
2024
Q4
$19.3M Buy
+167,810
New +$19.3M 4.84% 5