Quotient Wealth Partners’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
$66.3M Buy
2025
Q2
$59.9M Buy
2025
Q1
$55.6M Buy
2024
Q4
$57.1M Buy
2024
Q3
$57.7M Buy
2024
Q2
$51.9M Buy
2024
Q1
$51.9M Buy
2023
Q4
$48.2M Buy