Prosperity Capital Advisors’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
$616K Buy
2025
Q2
$500K Sell
2025
Q1
$561K Sell
2024
Q4
$649K Sell
2024
Q3
$910K Sell
2024
Q2
$1.06M Sell
2024
Q1
$1.78M Buy
2023
Q4
$253K Sell
2023
Q3
$305K Sell
2023
Q2
$1.16M Buy