Primoris Wealth Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Primoris Wealth Advisors’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	$535K	Hold
2025 Q2	$492K	Buy
2025 Q1	$471K	Sell
2024 Q4	$533K	Buy
2024 Q3	$540K	Sell
2024 Q2	$495K	Hold
2024 Q1	$513K	Buy
2023 Q4	$502K	Buy
2022 Q2	–	Sell
2022 Q1	$265K	Sell
2021 Q4	$299K	Buy