Plan Group Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Plan Group Financial’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 Q3	$8.37M	Sell
2025 Q2	$9.43M	Sell
2025 Q1	$10.1M	Buy
2024 Q4	$7.98M	Buy
2024 Q3	$8.03M	Sell
2024 Q2	$7.69M	Buy
2024 Q1	$6.67M	Buy
2023 Q4	$5.6M	Buy
2023 Q3	$3.47M	Buy
2023 Q2	$1.92M	Buy