Private Client Services’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
$344K Buy
2025
Q2
$304K Buy
2025
Q1
$248K Buy
2024
Q4
$240K Sell
2024
Q3
$264K Buy
2024
Q2
$230K Sell
2024
Q1
$244K Sell
2023
Q4
$293K Buy