Prospect Financial 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
$911K Buy
8,340
+14
+0.2% +$1.53K 0.57% 41
2025
Q1
$871K Sell
8,326
-1,904
-19% -$199K 0.48% 39
2024
Q4
$1.18M Buy
10,230
+2,547
+33% +$293K 0.64% 35
2024
Q3
$899K Sell
7,683
-256
-3% -$29.9K 0.56% 39
2024
Q2
$847K Sell
7,939
-417
-5% -$44.5K 0.65% 36
2024
Q1
$924K Buy
8,356
+3,216
+63% +$355K 0.76% 32
2023
Q4
$556K Buy
+5,140
New +$556K 0.56% 34